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 evolving definition of ‘financial wellness.’
Quote of the Day
"Talk with your clients the way you talk with your friends. Make it fun."
(Ric Edelman)
Podcasts
- Christine Benz and Jeff Ptak talk with Tim Maurer about financial life planning, the future of financial advice, and saving for higher education. (morningstar.com)
- Benjamin Felix and Cameron Passmore talk with Moshe Milevsky retirement finance and his book "The 7 Most Important Equations for Your Retirement." (rationalreminder.ca)
- Carl Richards and Michael Kitces talk about transitioning clients from a performance-based perspective to planning-first. (kitces.com)
- Charles Boinske talks with Pat Runyen a Principal at Independence Advisors about year-end financial planning mistakes to avoid. (independenceadvisors.com)
- Marie Swift talks with Michael Kitces about how he uses his time to get so much done. (napfamindsetmastery.libsyn.com)
CI Financial
- CI Financial announced its 11th acquisition of a U.S. financial advisory firm in 2020. (investmentnews.com)
- CI Financial, a Canadian wealth and asset management firm, said it is seeking a US listing through the NYSE. (citywireusa.com)
- Why CI Financial wants to have a presence on both sides of the border. (investmentnews.com)
- Will RIA sellers want CI Financial stock? (riaintel.com)
Advisor tech
- A startup, Capitalize, wants to help employees and employers get 401(k) accounts rolled over properly. (riabiz.com)
- Canadian financial planning software developer Planswell is expanding into the U.S. (wealthmanagement.com)
- Freemium is still the way forward for robo-advisors. (citywireusa.com)
- Checking in on advisor technology developments from October including a lok at what Morgan Stanley ($MS) got in its Eaton Vance acquisition. (kitces.com)
Advisers
- Why direct indexing will come for bond portfolios. (parametricportfolio.com)
- How to use an 'erase and replace strategy' to pay estimated taxes. (kitces.com)
- When building an advisory practice, friends and family shouldn't be your first stop. (investmentnews.com)
- Not every meeting with a prospect is going to go as planned. (advisorperspectives.com)
- Financial advisers are, net-net, leaving wirehouses for RIAs. (investmentnews.com)
