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Adviser links: success rates
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
- Christine Benz talks with Dr. Jordan Grumet author of "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy." (morningstar.com)
- Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. (kitces.com)
Custodians
- Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%. (riabiz.com)
- Altruist is retrenching. (riabiz.com)
The biz
- A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. (citywire.com)
- Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. (riabiz.com)
Advisers
- Clients are going to assess "success rates" from a Monte Carlo simulation differently. (thinkadvisor.com)
- How technology is helping advisers do their real job - helping clients. (advisorperspectives.com)
- Why you might want a valuation of your advisory practice, even if you aren't planning to sell. (citywire.com)
- How Solo 401(k) contributions can affect your Sec. 199A deductions. (kitces.com)
- 9 questions for Bob Veres about future of wealth management. (morningstar.com)
- Financial advisers are warming to crypto. (axios.com)
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