Mondays are now about financial adviser links at Abnormal Returns. We are sun setting our standalone ETF links in order to highlight content relative to financial advisers. We will continue to looking for relevant ETF content but you will not be able to find it in our daily, personal finance or adviser linkfests. Enjoy!
The biz
- Advisers are likely discounting fees to keep clients when its not necessary. (financial-planning.com)
- Do RIAs need to consider a retainer model? (blogs.cfainstitute.org)
Behavior
- Daniel Kahnneman on how advisers can help clients avoid regret. (etf.com)
- A big part of an adviser's job is just listening and being empathetic. (petetheplanner.com)
- Why you need a financial adviser. (barrons.com)
Working with creatives
- How Kristen Lee helps artists and celebrities manage their money and spending. (thecut.com)
- The ins and outs of working with the creative class on their financial lives. (thecreativeindependent.com)
Links
- Why do we make the idea of being a fiduciary more complicated than it needs to be? (wealthmanagement.com)
- How RIAs should structure their businesses to maximize tax preferences for pass-through entities. (kitces.com)
- Some thoughts on what young advisers bring to the table. (thereformedbroker.com)
- A financial adviser book list for the Summer of 2018 including "When" by Daniel Pink. (kitces.com)
- Personal finance links: starting small. (abnormalreturns.com)
