Adviser links: pro bono services

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 ( management tasks to review with clients including ‘out-of-date beneficiary designations.’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

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