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Personal finance links: finding a new plan

Abnormal Returns

the-long-view.simplecast.com) A discussion about when it is time to adjust your retirement plans. npr.org) Retirement Nine retirement myths including 'I’m frugal and plan to live on 50% of my pre-retirement income.' humbledollar.com) The SECURE Acts are making traditional IRAs less attractive on a number of dimensions.

Planning 245
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Wednesday links: creating real resources

Abnormal Returns

on.ft.com) Alternatives The number of hedge fund startups is dwindling. finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. abnormalreturns.com) Research links: retail order flow. (defector.com) The celebrity memecoin playbook is now well developed. Well, you should.

Startup 162
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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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The Latest In Financial #AdvisorTech (May 2023)

Nerd's Eye View

Rowe Price has acquired Retiree Income, the parent company of popular retirement income planning software SSAnalyzer and Income Solver, to put its resources behind developing and distributing the company’s planning tools (albeit perhaps more to its retail and employee retirement plan clients than to advisors?).

Taxes 245
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The Latest In Financial #AdvisorTech (April 2023)

Nerd's Eye View

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

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Weekend Reading For Financial Planners (Dec 10-11)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

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If It Sounds Too Good To Be True…

The Big Picture

I find it hard to believe something that obvious is the play, so I call the number listed at their Facebook account: (800) 571-7765. I have spent much of my career delving into the decision-making process around money — from investing to planning to consumption — and the many ways we err along the way.

Retail 332