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 surge in workplace financial wellness programs.
Podcasts
- Adam Butler talks with Andrew Miller, CIO of Miller Financial Management, about quant tools to financial planning issues. (investresolve.com)
- Daniel Crosby talks with Larry Swedroe about the non-financial factors in retirement. (standarddeviationspod.com)
- Michael Kitces talks with Richard Joyner who is the president of Tolleson Wealth Management about how a family office differs from traditional financial planning. (kitces.com)
- A list of the best podcasts by and for financial advisors. (money.usnews.com)
Staffing
- A profile of Mindy Diamond on how she built Diamond Consultants into a wealth management recruiting powerhouse. (citywireusa.com)
- Charles Schwab has introduced an online resource center to help its RIA clients 'hire, train and manage next-generation advisors as well as other staff.' (citywireusa.com)
The biz
- Orion Advisor Solutions is buying Brinker Capital. (citywireusa.com)
- DFA held out against the ETF wave for as long as it could. (riabiz.com)
- The new Apex Extend service is a ‘brokerage in a box’ solution.' (wealthmanagement.com)
Communications
- The more retirement plan sponsors communicate with their clients the better. (wealthmanagement.com)
- If you turn on the radio on the weekend there is a good chance you are going to hear a financial advisor. Why that may not be a good thing. (investmentnews.com)
Advisers
- 15 duties that CFPs owe their clients. (kitces.com)
- Everything is lining up for direct indexing to be the next wave in advised portfolios. (riabiz.com)
- Any advisory firm that wants to prosper needs to have in place operations that will provide "the consistent delivery of the service." (kitces.com)
- This survey shows that mass affluent investors are satisfied with their advisers. (fa-mag.com)
- There is no denying the wealth management industry has to do more to become more diverse. (riabiz.com)