Podcasts
- Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. (wiredplanning.com)
- Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. (standarddeviationspod.com)
- Elena Krasnow and Jimmy Moock talk with Michael Batnick about how Ritholtz Wealth goes about hiring and what he enjoys most about creating content. (open.spotify.com)
Envestnet
- Even before the deal, Fidelity and Envestnet were getting closer. (finance.yahoo.com)
- Envestnet ($ENV) has sold to Bain Capital, Reverance and a handful of big asset managers. (citywire.com)
- The Envestnet deal includes additional capital to help grow the firm. (riabiz.com)
The biz
- Farther has recruited a number of advisers from Goldman Sachs’ ($GS) United Capital unit. (riabiz.com)
- How Micruity wants to be middleware for the annuity market. (thinkadvisor.com)
Advisers
- Thinking ahead to the possibility of a sunset of the TCJA. (kitces.com)
- People investing their life savings don’t want to solely rely on an algorithm. (riaintel.com)
- Using life insurance to fund a buy-sell agreement just got more complicated. (wsj.com)
- Wealthy Americans are, by and large, not happy with their accountants. (downtownjoshbrown.com)
- Build a following, not a prospect list. (wealthmanagement.com)
- Five ways to improve retirement security including ‘Make 401(k)s more like pensions.’ (nytimes.com)
- How can we know it’s time to retire? (vox.com)
