Adviser links: estate uncertainty
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Advisortech
- The CFP Board has released guidelines for using AI. (citywire.com)
- The latest in advisor fintech news including saturation in the portfolio management tech space. (kitces.com)
Estate planning
- Estate plans are a big lift for everyone, including advisers themselves. (kindnessfp.com)
- Why clients need to organize their digital assets for estate planning purposes. (kitces.com)
The biz
- Not everyone is happy with Ellevest's new strategic direction. (riabiz.com)
- This money manager's ETF business was built on entertaining clients. (bloomberg.com)
Advisers
- Finluencers have very different incentives than advisers. (wealthmanagement.com)
- The number of cash balance plans are on the rise. (wsj.com)
- How to protect your parents from scammers. (flowfp.com)
- Stop using this phrase in retirement planning. (thinkadvisor.com)
- Why clients may feel like they can't have enough assets in retirement. (abnormalreturns.com)
