Retirement Tech Startup Notches $1.33B Valuation
Wealth Management
JULY 17, 2024
Human Interest helps small businesses set up 401(k) services.
Adviser links: phased retirements
Abnormal Returns
JULY 1, 2024
Podcasts Amy Arnott and Christine Benz talk with Don Graves and Wade Pfau about the role of home equity in retirement planning. riabiz.com) Fisher Investments is spinning off its 401(k) business, Fisher Retirement Solutions. kitces.com) Spending in retirement can increase with the use of lifetime income solutions.
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401(k) Real Talk Episode 153: May 21, 2025
Wealth Management
MAY 21, 2025
Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.
#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby
Nerd's Eye View
OCTOBER 29, 2024
So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.
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Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age. thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. morningstar.com) Custodians How many custodians is too many?
Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.
Adviser links: compassionate objectivity
Abnormal Returns
MARCH 24, 2025
thinkadvisor.com) How AI startup FINNY came to be. crr.bc.edu) What do (different) surveys tell us about well-being in retirement? AI Advisers are warming to AI. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor?
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Tax Savings Tips for Startups
Harness Wealth
APRIL 16, 2025
Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.
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Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
Retirement Automatic retirement account enrollment helps to boost participation. papers.ssrn.com) What explains the funding gap for Black-led startups. nber.org) Financial regrets in old age. papers.ssrn.com) Research A lot of anomalies disappear once you account for the costs of short sales. papers.ssrn.com).
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Avoid the Unforced Investment Errors Even Billionaires Make
The Big Picture
APRIL 17, 2025
An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock. My buddy could pay off his mortgage and car loans, pre-pay the kids colleges, fully fund retirement accounts, and still have cash left over. In late 1996, they were bought by Yahoo!
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Personal finance links: long forgotten subscriptions
Abnormal Returns
SEPTEMBER 6, 2023
(podcasts.apple.com) Eric Newcomer talks with Rey Flemings, the CEO of the YC-backed startup Myria which serves the ultra-wealthy. tsirpodcast.com) Retirement How do higher interest rates (for longer) affect early retirement? mrmoneymustache.com) Saving for retirement doesn't have to be complicated.
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Personal finance links: ignoring the lottery
Abnormal Returns
JANUARY 4, 2023
Retirement Why you need a diversified life portfolio in retirement. wsj.com) Why you want to have options in retirement. abnormalreturns.com) This startup site is designed to provide people with information about divorce. abnormalreturns.com) This startup site is designed to provide people with information about divorce.
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Adviser links: getting really clear
Abnormal Returns
APRIL 1, 2024
wiredplanning.com) Retirement Spending guardrails are important in retirement, but the details matter. thinkadvisor.com) Not everyone is happier in retirement. thinkadvisor.com) Moving states in retirement requires some careful planning. investmentnews.com) The biz How Altruist Cash came to be.
Adviser links: forces you cannot control
Abnormal Returns
DECEMBER 25, 2023
investmentnews.com) Startup Arch wants to build a better private capital markets workflow. morningstar.com) Wealthy couples have some tax levers to pull in retirement. (linkedin.com) The biz Vestwell just raised a new $125 billion Series D. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales.
Adviser links: a bull market in advice
Abnormal Returns
OCTOBER 2, 2023
advisorhub.com) Wealthtech Startup Farther raised $31 million in a Series B. investmentnews.com) Retirement Why spending money in retirement can be so difficult. heritagefinancial.net) Older Americans are increasingly holding debt in retirement. (advisorengine.com) The biz What's next for Edelman Financial Engines?
Adviser links: exclusivity and personalization
Abnormal Returns
NOVEMBER 13, 2023
(financial-planning.com) Smoke Show The pilot episode of 'The Smoke Show' is this week focusing on fintech founders and their startups. riabiz.com) Retirement spending Two different approaches to help clients face up to the downside of underspending in retirement.
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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos
Wealth Management
JUNE 20, 2025
which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. The mobile-first application built for the wealth management industry hails from Covington, Ken.,
Our Technology Columnist's Takeaways from Wealth Management EDGE
Wealth Management
JUNE 20, 2025
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest). now Pontera).
Adviser links: referral-worthy advice
Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. investmentnews.com) Retirement It's inevitable we will see more older workers. klementoninvesting.substack.com) The reasons why people un-retire. matts-newsletter-7a3f46.beehiiv.com)
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Tuesday links: get-rich schemes
Abnormal Returns
JANUARY 31, 2023
(electrek.co) Putting Grayscale Bitcoin Trust ($GBTC) into retirement accounts has backfired. mailchi.mp) Startups The startup space is going through a collective cleanse. wsj.com) SBF's crimes hurt regular people. Don't let the crypto angle fool you. msn.com) Europe European companies have jumped on the stock buyback train.
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Adviser links: Roth crazy
Abnormal Returns
JUNE 17, 2024
(kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. riabiz.com) AI A look at some AI-powered advisory service startups. com) Laurence Kotlikoff is not a fan of our current retirement savings regime.
Sunday links: zombie brands
Abnormal Returns
AUGUST 4, 2024
sherwood.news) Should a startup ever spend $1.8 spyglass.org) Work How a national retirement savings plan would work. (awealthofcommonsense.com) Companies Berkshire Hathaway ($BRK.A) has sold down a big slug of Apple ($AAPL) stock in favor of cash. marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand.
Tuesday links: the new gold
Abnormal Returns
FEBRUARY 13, 2024
institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't. ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' Way' prevail? Way' prevail?
Wednesday links: coming up with an AI strategy
Abnormal Returns
JANUARY 25, 2023
pionline.com) Global Why France is pushing back against raising the retirement age. billboard.com) Startup Clouty wants to make futures available on streaming music. (riabiz.com) How do active managers justify their own work? evidenceinvestor.com) Invesco ($IVZ) is closing 20 ETFs. msn.com) Some surprising facts about Japan.
How to Negotiate Equity in a Private Company or Startup
Darrow Wealth Management
FEBRUARY 20, 2023
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.
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10 Friday AM Reads
The Big Picture
SEPTEMBER 23, 2022
Billion Startup That Helps Governments Trace Crypto : Chainalysis software puts the lie to the idea that Bitcoin guarantees anonymity. Roger Federer Isn’t Going Anywhere : At 41, the Swiss icon retires from professional tennis. Wall Street Journal ). • Businessweek ). • New York Times ). Wall Street Journal ).
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The Latest In Financial #AdvisorTech (January 2024)
Nerd's Eye View
JANUARY 1, 2024
This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)
Adviser links: acquiring talent
Abnormal Returns
JANUARY 22, 2024
standarddeviationspod.com) Retirement How to put retirement income guardrails in place. thinkadvisor.com) Retirement withdrawal strategies all have their tradeoffs. investmentnews.com) Americans want to retire gradually. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch.
10 Friday AM Reads
The Big Picture
OCTOBER 28, 2022
. “We work among the lowest hours, we retire early and our productivity is poor. Instead, the startup valued at $15 billion risks becoming the next Kozmo.com-size flameout. Whereas Indian children aspire to be doctors or businessmen, the British are more interested in football and pop music.” ” ( NPR ). •
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10 Weekend Reads
The Big Picture
AUGUST 27, 2022
. • Get Ready for the Magic Mushroom Pill : The medical benefits of psychedelic drugs have gone from Age of Aquarius punchline to solid science, but the startups racing to market might still be getting ahead of themselves. The Twisted Life of Clippy : In the ’90s, Microsoft created an annoying paperclip that it quickly retired.
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Monday links: no exceptions
Abnormal Returns
JUNE 10, 2024
om.co) Startups Biotech funding is in decline. hunterwalk.com) Finance Three of the biggest financial firms (Blackrock, JP Morgan Chase and Blackstone) all have CEOs at or near retirement age. (spyglass.org) Can Apple ($AAPL) successfully adopt AI and not compromise on security and privacy? snippet.finance) How to interpret VC tweets.
Top clicks this week on Abnormal Returns
Abnormal Returns
JANUARY 8, 2023
simplify.us) Why you want to have options in retirement. theirrelevantinvestor.com) Startup founders have some difficult decisions to make early in 2023. (bestinterest.blog) How do bonds perform after a 2-10 yield curve inversion? kiplinger.com) The 60/40 portfolio return equation reset last year. hunterwalk.com)
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Wednesday links: the market’s other plans
Abnormal Returns
JULY 19, 2023
businessinsider.com) New startups have a limited amount of time to dig a moat. sambowman.co) Japan has started to increase retirement ages. (bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. coindesk.com) Oddity Tech ($ODD) priced above the range. ft.com) A single-stock ETF now has more than $1 billion in AUM.
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Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
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Adviser links: holistic financial guidance
Abnormal Returns
MARCH 13, 2023
(standarddeviationspod.com) Retirement saving Too many people cash out their 401(k) accounts when they leave their employer. hbr.org) A lot of participants would use a retirement bridging to delay Social Security claiming. riabiz.com) Wealth management startup Masttro raised $43 million to address family offices.
Adviser links: the long road
Abnormal Returns
DECEMBER 12, 2022
Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. thinkadvisor.com) Startup Ocho wants to make it easier for business owners to have a solo 401(k). wiredplanning.com) Custom indexing Just how big can direct indexing get?
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Adviser links: the paradox of Social Security
Abnormal Returns
OCTOBER 31, 2022
advisorperspectives.com) The Coterie gives its users -- mostly startup founders -- investment access to venture funds. thinkadvisor.com) Grandparenthood makes people more likely to fully retire. (kitces.com) Higher TIPS yields make it easier to model out safe withdrawal rates. papers.ssrn.com) Is direct indexing right for your clients?
Adviser links: changing relationships
Abnormal Returns
SEPTEMBER 26, 2022
riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. citywireusa.com) Why people spend less money in retirement. (bpsandpieces.com) The 2nd annual Future Proof conference is set for Huntington Beach, CA, on September 10-13, 2023. Budge looks to solve this.
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Adviser links: another curve ball
Abnormal Returns
AUGUST 22, 2022
investmentnews.com) What's the story behind the valuation behind startup Farther? advisorperspectives.com) Divorce becomes even more complex nearing retirement. (investmentnews.com) How Creative Planning came to be comfortable doing acquisitions. riabiz.com) How M&A transactions are getting structured in light of a bear market.
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20 Ways to Reduce Your Taxes in 2024: A Guide for Founders, Startup Employees, and Executives
Harness Wealth
MARCH 11, 2024
As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.
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Longform links: fitting the pieces back together
Abnormal Returns
JULY 14, 2022
(defector.com) A profile of the greatest magazine writer of his generation, the now-retired Gary Smith of SI fame. How startup can help fill the gap. si.com) A profile of Jeremy Allen White star of 'The Bear.' ft.com) The federal government has stopped funding moonshots.
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10 Monday AM Reads
The Big Picture
SEPTEMBER 18, 2023
This Startup Says It Can Do That : Loan assumptions, which let a home buyer essentially take over a seller’s mortgage, are hard to find and hard to pull off. Previously, she was Chief Investment Officer of Hawaii’s Employees’ Retirement System (“HIERS”). My morning train WFH reads: • A 3% Mortgage Rate in a 7% World?
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5 Best Long-Term Investment Strategies for 2025
WiserAdvisor
JUNE 18, 2025
These are usually younger companies, such as startups, that are still growing and finding their footing in the market. Do not neglect the obvious choices – 401(k) and Individual Retirement Account (IRA) Sure, when you Google investment options, a 401(k) or an IRA might seem like the most basic answers out there. The employer matches!
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Sachin Tendulkar Net Worth 2025: Salary, Endorsement Deals and Business Investments
Trade Brains
JUNE 14, 2025
Salary and Cricket Income Though Sachin Tendulkar retired from every type of cricket in 2013, his income throughout his playing years was huge. He continues to get a pension from the government of India and the BCCI as a retired Rajya Sabha member even after retirement. Here’s how he makes his money: 1.
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