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 kinds of content clients want to consume.
Podcasts
- Phil Bak talks with Joe Smith, Founder of Parti Pris Investment Partners. (philbak.libsyn.com)
- Tyrone Ross talks with Dasarte Yarnway about authenticity and the benefits of a specialized practice. (youtu.be)
- Cameron Passmore and Benjamin Felix talk with Brian Portnoy about the role of money in leading a meaningful life. (rationalreminder.ca)
- Christine Benz and Jeff Ptak talk with Jon Stein CEO of Betterment about the future of robo-advice. (morningstar.com)
New adviser newsletter!
The biz
- Fidelity has done a better job than other major custodians at advancing female executives into key roles. (riabiz.com)
- Morgan Stanley ($MS) is not planning to dump the E-Trade name yet. (investmentnews.com)
- Wealth management apps trail other consumer sectors in usability. (wealthmanagement.com)
Succession
- Retiring advisers favor cash over stock when it comes to transactions. (citywireusa.com)
- One of the reasons why M&A is so common among RIAs is the failure to prepare/execute succession plans. (investmentnews.com)
- Why the Carson Group is willing to affiliate with RIAs of all sizes. (wealthmanagement.com)
Advisers
- On the importance of documenting client disclosures. (kitces.com)
- Why advisers should prepare for a wave of client divorce, post-pandemic. (riabiz.com)
- Why now is a good time to talk to clients about charitable giving. (wealthmanagement.com)
- SmartAsset wants to get you on the phone with prospects. (riabiz.com)
- A Q&A with Peter Mallouk about what Creative Planning is going to on the social justice front. (wealthmanagement.com)
- How financial advisers can make a difference in their communities. (nomoneymoproblems.com)
- A Summer reading list for financial planners including "Virtual Culture: The Way We Work Doesn’t Work Anymore" by Bryan Miles. (kitces.com)
