Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the importance of talking about health care costs in retirement.
Quote of the Day
"These are the environments in which clients’ retirements are saved and advisors elevate their game and come to embody the highest ideal of our profession. Game on."
(Josh Brown)
Podcasts
- Tyrone talks with Douglas Boneparth of Boneparth Wealth about the power of authenticity in your brand and marketing. (humanadvisorpodcast.com)
- Tim Mullooly talks with Bryan Hasling who is a financial planner at JW Harrison. They discuss how Bryan got started in the financial planning industry, the importance of the CFP designation, and much more. (livingwithmoney.com)
- Daniel Crosby talks with Dennis Moseley Williams who is the author of "Serious Shift: How Experience Staging Can Save Your Practice." (stitcher.com)
Robo-advisors
- Betterment now has more than 500,000 accounts. (investmentnews.com)
- Robo-advisers continue to add services. (wsj.com)
The biz
- Five trends that are changing the advice business including the empowerment of the solo adviser. (thinkadvisor.com)
- Pershing is joining the zero-commission game. (riabiz.com)
- An update on what Altruist has built so far. (blog.altruist.com)
- Vanguard Charitable has reached $10 billion in contributions. (financial-planning.com)
Practice management
- Does your firm have an effective, emergency preparedness plan in place? (thereformedbroker.com)
- With a wave of retirement looming, the wealth management industry is going to have to proactively train and recruit new talent. (riaintel.com)
- During periods of stress, advisers can get a lot of negative emotion heaped on them. How to take care of yourself. (wealthmanagement.com)
Communication
- It's during times of stress when the value of an adviser shines through. (realsmartica.com)
- Why being proactive is so important during periods of market stress. (morningstar.com)
- Why you need to proactively reach out to clients during times of market stress. (advisorchecklist.com)
CFP Board
- Why is the CFP Board making it even harder for consumers to find fee data? (fa-mag.com)
- The CFP Board is throwing up their hands when it comes to fee disclosure. (wsj.com)
Advisers
- Why most HNW clients can safely ignore private equity and venture capital. (investmentnews.com)
- Why most advisers don't want anything to do with the complex 403(b) space. (wealthmanagement.com)
- Unlike prior generations Millennials are not impressed by the brand name wealth managers. (ft.com)
- Financial planners are not therapists - when to make a referral. (kitces.com)
- There is a big difference between fear and excitement: fear looks for threats, excitement for opportunities. (morningstar.com)
