Adviser links: pro bono services

PodcastsMichael Kitces talks with Lindsay Elwood-Goetz, founder of Elwood & Goetz, about starting an RIA pretty soon after undergrad. (kitces.com)Justin Castelli talks with Katie Perry is the VP of Marketing at Public.com about some ways that advisers can market themselves. (justincastelli.io)Cash managementMassMutual is buying cash management platform Flourish. (citywireusa.com)What comes next for Flourish, post-acquisition? (riaintel.com)Meb Faber talks with Gary Zimmerman, CEO of cash management platform MaxMyInterest. (mebfaber.com)Custom indexingDirect indexing is going to be the wealth management mega-trend in 2021. (thereformedbroker.com)The 2020s are going to be a period of mass customization for client portfolios using technology. (awealthofcommonsense.com)TaxesWhen harvesting capital gains makes sense. (allaboutyourbenjamins.com)Based on taxes paid most investors would do well to put money into traditional IRAs vs. Roth IRAs. (marketwatch.com)BooksThe 11 best business books of 2020 for advisors includes “Money: The True Story of a Made Up Thing” by Jacob Goldstein. (wealthmanagement.com)The best books Ben read in 2020 including “The Hot Hand” by Ben Cohen. (awealthofcommonsense.com)AdvisersClient expectations and attitudes change as they begin to adopt new technologies. (absoluteengagement.com)Should advisers help bring their clients together, at least virtually? (riaintel.com)Risk management tasks to review with clients including ‘out-of-date beneficiary designations.’ (retirementfieldguide.com)2020 demonstrates the importance of having a plan when sh*t hits the fan. (genyplanning.com)A profile of the founders of Ritholtz Wealth Management, Barry Ritholtz and Josh Brown. (barrons.com)

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