Adviser links: winning in wealthtech
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 investment management with Zack Conway, founder and of Seeds Investor. (youtube.com)
- Frazer Rice talks with Mark Tepsich, who runs the family office governance practice at UBS. (podcasts.apple.com)
Private investments
- Why the wealth channel favors evergreen structures for private investments. (altgoesmainstream.substack.com)
- Advisers need to understand the liquidity profile of private investments. (barrons.com)
Benefits
- Another reason to delay Social Security claiming - spousal benefits. (papers.ssrn.com)
- Avoiding IRMAA is no easy thing. (advisorperspectives.com)
Aging
- Care giving is increasingly landing on spouses. (washingtonpost.com)
- Diminished client capacity is a real and growing concern. (investmentnews.com)
The biz
- A survey of the big, and growing, adviser service providers space. (kitces.com)
- Why wealthtech remains an interesting place for VCs. (howardlindzon.com)
Advisers
- Sam Bojarski, "All three of the platforms where Fidelity is allowing independent advisors to access clients’ 401(k) assets are either owned or backed by Fidelity." (citywire.com)
- Risk capacity and tolerance matter, but the are not the full picture. (kitces.com)
- Carson Group is upping its support for the next generation of advisers. (investmentnews.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
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