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 universities are preparing students for the CFP exam.
Podcasts
- Tim Mullooly talks with Ritholtz Wealth's Bill Sweet about the transition from military to civilization life, tax stuff and much more. (livingwithmoney.com)
- Michael Kitces talks with Luna Jaffe, founder of Lunaria Financial, about what she has learned about offering low-cost financial education programs. (kitces.com)
Schwab-TD
- The rumored Schwab acquisition of TD Ameritrade is now official. (cnbc.com)
- Will a Schwab, TD Ameritrade merger kill innovation? (wealthmanagement.com)
- A Schwab-TD deal will eliminate an important option for advisers. (financial-planning.com)
- The Schwab-TD deal is going to involve a lot of 'repapering.' (investmentnews.com)
- A Charles Schwab-TD tie-up leave RIAs with a lot of unanswered questions. (riabiz.com)
- Why regulators will scrutinize the Schwab-TD tie-up. (wsj.com)
The biz
- Creative Planning has shifted into acquisition mode. (wealthmanagement.com)
- JP Morgan Chase ($JPM) is redoubling its efforts to build a robo-advisor. (wealthmanagement.com)
- Competition for mass affluent customers is only going to be more fierce. (investmentnews.com)
Online
- Why nobody is reading your firm's newsletter. (riaintel.com)
- What do potential clients focus on when they visit your website? (seekingalpha.com)
- How much time should advisors spend on SEO? (kitces.com)
Retirement planning
- The words people use about retirement are revealing. (wsj.com)
- Why sequence-of-spending matters in retirement. (morningstar.com)
- Why retirees need an income distribution strategy. (financial-planning.com)
- Shifting gears in retirement isn’t easy. (abnormalreturns.com)
- Some must-know statistics about long term care. (morningstar.com)
