Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at adapting to a world where ‘tele-advising’ is paramount.
Quote of the Day
"Even for existing and new clients in your region, digital communications are becoming a primary source of contact. You may have grown to hate Zoom meetings. But they won’t be going away any time soon."
(David Sterman)
Podcasts
- Christine Benz and Jeff Ptak talk low bond yields impact with Jamie Hopkins, who is managing director of Carson Coaching and the director of retirement research at wealth management firm Carson Group. (morningstar.com)
- Ed Lopez talks retirement planning and adviser marketing with Taylor Schulte, Founder & CEO of Define Financial. (vaneck.com)
- Michael Kitces talks with Christine Teh, founder of Teh Financial Coaching, about how she built a successful coaching practice and how she goes about attracting clients. (kitces.com)
- Daniel Crosby talks with Neil Bage and Brian Portnoy about how to have meaningful money conversations in pandemic. (standarddeviationspod.com)
Inclusion
- Why women and minorities need to be exposed to the opportunities in the wealth management industry earlier in their careers. (barrons.com)
- Lessons that Dotti Reeder, managing director at Tolleson Wealth Management, has learned through her career. (riaintel.com)
- Some steps advisory firms can take to become more inclusive. (wealthmanagement.com)
- Three questions for Jane Schwartzberg, managing director at UBS Wealth Management about how women should approach their finances. (wsj.com)
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TAMPs
- The TAMP business is all about scale. (citywireusa.com)
- The TAMP business is consolidating which means there may be an opportunity for startups in the space. (riaintel.com)
M&A
- RIA M&A seems to have recovered from the pandemic lull. (citywireusa.com)
- What is a 'revenue participation interest' and how does it differ from selling a firm's equity? (investmentnews.com)
PPP
- The PPP debate is more nuanced than many would let on. (riabiz.com)
- Stop with the PPP shaming. (riaintel.com)
Retirement
- Why advisers would do well to double-check Social Security Administration benefit calculations. (thinkadvisor.com)
- The pandemic is going force many Americans to retire earlier than anticipated. (wealthmanagement.com)
Advisers
- The switch to all-virtual work environments for advisers increases the cybersecurity risks, as well. (investmentnews.com)
- Why advisers should a 'surge approach' to client meetings to help streamline the process. (kitces.com)
- How to handle it when clients push back against an adviser's approach. (investmentnews.com)
- How low interest rates provide an opportunity to get creative when it comes to estate planning. (alphaarchitect.com)
- Americans are stepping up their giving from their donor-advised funds in 2020. (advisorhub.com)
