Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at whether clients value ‘behavioral coaching.’
Advisor technology
- Another example of just how competitive the advisor technology space is today. (riabiz.com)
- The latest happenings in adviser technology per Michael Kitces. (kitces.com)
- What fintech news Aaron Klein, CEO of Riskalyze, found of note in February. (wealthmanagement.com)
The practice
- Why James Osborne decided to give his solo practitioner status. (riabiz.com)
- The move towards evidence-based financial advice is happening, albeit slowly, in the UK. (evidenceinvestor.com)
Planning
- What to do when a couple can't agree on their financial goals. (vanguardblog.com)
- Sometimes it makes sense to go against conventional financial planning advice. (allaboutyourbenjamins.com)
- On the power of asking a prospective client "Tell me what you'd like to discuss?" (danielsolin.com)
- Clients have a LOT of anxiety about RMDs. How to put their minds at ease. (mullooly.net)
- How one advisor thinks about cryptocurrencies: a Q&A with Tyrone Ross. (blog.validea.com)