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 fix a messed up RMD.
Quote of the Day
"Investors deserve to understand the difference between advisors who are “professionals” and those who aren’t."
(Dan Solin)
Podcasts
- Mary Beth Franklin sits down with Kathleen Rehl, the author of "Moving Forward on Your Own: A Financial Guidebook for Widows." (investmentnews.com)
- Dasarte Yarnway talks with Scott Frank of Stone Steps Financial. (soundcloud.com)
- Michael Kitces talks with Kathryn Brown. Kathryn is the co-founder of Morton Brown Family Wealth about building a scaleable wealth management business. (kitces.com)
- Brett McKay talks "money scripts" with Brad Klontz the author of "Money: Overcoming the Money Disorders That Threaten Our Financial Health." (artofmanliness.com)
- Christine Benz and Jeff Ptak talk with Jonathan Clements, the founder and editor of the website HumbleDollar. (morningstar.com)
The CFP controversy
- The CFP Board's LetsMakeAPlan.org is lacking in some crucial adviser disclosures. (wsj.com)
- The CFP is now going to upgrade its oversight of planners. (wsj.com)
Technology
- Filling out forms isn't flashy but the technology is an important part of client onboarding. (investmentnews.com)
- Kindur and United Income are both focused on the decumulation phase for Boomers. (forbes.com)
- What's been going on with advisor fintech over the past month including another robo going by the wayside. (kitces.com)
Advisers
- The public is confused by the titles used by investment professionals and cannot distinguish between investment advisers and brokers. (cfainstitute.org)
- Ten things that WON'T change in the wealth management industry in the next decade. (theglobeandmail.com)
- HNW families have a communication problem. (wealthmanagement.com)
- Some advisers are working with concierge health firms to assist clients. (wealthmanagement.com)
- Why repetition is necessary when talking to clients. (tonyisola.com)
- There's not a lot of upside in spend-shaming people. (awealthofcommonsense.com)
