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 coronavirus is going to highlight the non-financial aspects of planning.
Podcasts
- Blair duQuesnay spoke with George Kinder about the Life Planning Movement and three questions you need to ask about your life. (youtu.be)
- Michael Kitces and Carl Richards talk about "how financial advisors can introduce discussions about sometimes-necessary spending changes, and why strength, empathy, and confidence are so important throughout the process." (kitces.com)
Planning
- How financial advisors should manage this crisis: six steps to take. (kitces.com)
- Is your business continuity plan ready for prime time? (financial-planning.com)
The biz
- Vestwell wants to "get more retail RIAs to tackle plan sponsors and plan participants." (riabiz.com)
- How will coronavirus affect the Charles Schwab ($SCHW)-TD Ameritrade ($AMTD) merger? (financial-planning.com)
- Some RIAs are wondering if they missed the M&A window. (riabiz.com)
