Adviser links: thinking about success
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Michael Batnick talks with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. (youtube.com)
- Dave Nadig talks with Rob Arnott of Research Affiliates about the downsides of traditional indexing. (etf.com)
- Brian Adams talks with Brandon Henry about the challenges for first-generation entrepreneurs to start a family office. (podcasts.apple.com)
- Peter Lazaroff talks shop with Rubin Miller CIO of Peltoma Capital Partners. (peterlazaroff.com)
Referals
- Goldman Sach's ($GS) Ayco is referring out smaller clients. (investmentnews.com)
- BNY Pershing is launching a referral program. (thedailyupside.com)
Degeneracy
- Robinhood ($HOOD) is locking up younger generations. That will soon matter for advisers. (institutionalinvestor.com)
- How long can Charles Schwab ($SCHW) hold out against the degenerate economy? (riabiz.com)
Debt
- Structured notes play on investor psychology. (wealthmanagement.com)
- The engine driving the private debt market is humming. (blogs.cfainstitute.org)
Advisers
- Fidelity has paused opening up new long-short SMAs. (citywire.com)
- Why this SEC rule change is a big deal. (riabiz.com)
- Why we can learn a lot more from client spending experiments. (meghaanlurtz.substack.com)
- Everybody is talking about the 4% rule. (panoptica.ai)
- How to think about alternative asset allocation. (fa-mag.com)
- Not everything needs to be optimized. 'Good enough' is okay. (wealthmanagement.com)
- Family caregiving is the backbone of elder care. (crr.bc.edu)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- How Australia's retirement system tops the U.S. (crr.bc.edu)
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