Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to avoid ‘red flag clients.’
Quote of the Day
"There’s nothing amazing happening right now at sober investment management firms around the country. The most successful people in our business are doing the sort of everyday, average things that result in above average outcomes over the long term for their clients."
(Josh Brown)
Marketing
- How much should advisers market themselves apart from the firm? (millennialplanners.com)
- A profile of Josh Brown and Barry Ritholtz, founders of Ritholtz Wealth Management, and their unique approach to marketing. (riaintel.com)
- Your adviser bios stink. (advisorperspectives.com)
401(k)s
- A lot 401(k) leakage happens when people change jobs. (wsj.com)
- The average investor needs a bridge from their 401(k) balances to lifetime income. (morningstar.com)
- Roth 401(k)s are woefully underutilized. (wsj.com)
Financial literacy
- Just because a client is wealthy does not mean are financially literate. (financial-planning.com)
- There is always more to learn, but that doesn't mean your current knowledge isn't important. (calibratingcapital.com)
Podcasts
- Jeremy Schwartz talks with Peter Mallouk of Creative Planning. (wisdomtree.com)
- Christine Benz and Jeff Ptak talk with Carolyn McClanahan of Life Planning Partners and Wealthcare. (morningstar.com)
Q&A
- A Q&A with Carolyn Gowen of Bloomsbury Wealth. (medium.com)
- A Q&A with Ron Carson of Carson Wealth. (wisdomtree.com)
Advisers
- 10 reasons why RIAs fail. (financial-planning.com)
- Adviser, heal thyself. It provides a good base from which to talk with clients. (kitces.com)
- How being an adviser is not unlike being a sherpa. (kc-roi.com)
- So why aren’t there more female advisers? (barrons.com)
- A summer reading list for advisers including "Payback: Debt and the Shadow Side of Wealth" by Margaret Atwood. (kitces.com)
