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 the CARES Act will affect retirement planning.
Podcasts
- Michael Kitces talks with Patrick Tucker. Patrick is the founder of True Measure Wealth Management about how to "intentionally craft an advisory firm to achieve his own personal goals." (kitces.com)
- Tyrone Ross talks with Courtney Ranstrom of Trailhead Planners about why emotional intelligence is critical to have in your financial advice. (humanadvisorpodcast.com)
- Rick Ferri talks with Jeff Levine Director of Advanced Planning at Buckingham Strategic Wealth. (bogleheads.podbean.com)
The biz
- The cash management business was hot before the coronavirus hit. Can they keep up the momentum? (riabiz.com)
- Robo-advisors are still capturing new accounts during the bear market. (financial-planning.com)
- Charles Schwab ($SCHW) has had some unique challenges in adapting to a work from home environment. (riabiz.com)
- Fees are just one aspect of their business, advisers will need to re-think on the other side of this. (citywireusa.com)
Advisor tech
- Advisor portfolio management tech is getting put to the test. (wealthmanagement.com)
- A review of advisor technology news as providers see an opening to get advisors to test drive new products (kitces.com)
Taxes
- Some tax-related strategies that now make more sense in a down market. (wealthmanagement.com)
- If clients already took a 2020 RMD... (morningstar.com)
- How to work Social Security and Medicare in the the time of Covid-19. (morningstar.com)
Advisers
- Why financial planning is now more important than ever. (thefinancialbodyguard.com)
- Covid-19 is going to highlight the importance of non-financial aspects of planning. (investmentnews.com)
- One service advisors provide is simply being there in a time of need. (berknell.com)
- What it's like to face a bear market/pandemic as a young planner. (financial-planning.com)
- Many financial issues are based in deep-seated emotional ones. (kitces.com)
