Podcasts
- Michael Kitces and Carl Richards on what it means to be a ‘lead advisor.’ (youtube.com)
- Daniel Crosby talks with Amy Mullen about five steps for values-based financial planning. (standarddeviationspod.com)
- Dave Nadig and Phil Pearlman talk about the relationship between wealth and health. (etftrends.com)
Robo-advice
- Why the SEC is scrutinizing robo advice. (citywire.com)
- Wealthfront has launched Automated Bond Portfolio. (wsj.com)
Adviser tech
- Pershing X has launched a new wealth management platform, Wove. (wealthmanagement.com)
- SoFi ($SOFI) is adopting RightCapital planning solutions. (riabiz.com)
- The Schwab Personalized Indexing platform is getting some upgrades. (wealthmanagement.com)
- The latest in advisortech news including Riskalyze’s rebrand as Nitrogen. (kitces.com)
M&A
- McKinsey & Co. wants you to think the small RIA is an endangered species. (riabiz.com)
- Canadian private equity firm Altas Partners has agreed to invest in Mercer Global Advisors. (citywire.com)
- Creative Planning is buying BerganKDV, an accounting firm. (citywire.com)
Advisers
- Wealth and health drive spending in retirement. (wealthmanagement.com)
- What is life planning, including Kinder’s three questions. (kindnessfp.com)
- Lessons learned from juggling parenthood and running a RIA at the same time. (wealthmanagement.com)
- People seem to view all forms of financial information on par with each other. (riaintel.com)
- A Q&A with Prof. James Choi author of “Popular Personal Financial Advice Versus the Professors.” (thinkadvisor.com)
- Will cash incentives increase 401(k) plan participation? (wsj.com)
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