Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at global wealthtech funding.
Quote of the Day
"Explaining to people why feeling ambient emotions were O.K. but acting on them wasn’t – morphed into a game-changer."
(Tony Isola)
Chart of the Day
The share of minority CFPs is growing but from a low base.
Podcasts
- Michael Kitces and Carl Richards talk about how to prompt a client to bring the relevant documents to the table. (kitces.com)
- Michael Kitces talks with Maribeth Kuzmeski who is the founder of Red Zone Marketing, about building a marketing plan based on what you are already doing. (fasuccess.libsyn.com)
Practice management
- A meaningful percentage of wealth management firms expect to return to the office eventually. (riaintel.com)
- Despite all the industry news you don't need a huge practice to help clients and thrive personally. (thinkadvisor.com)
Wealthtech
- A profile of RIA data platform, Addepar as it raises another big round of venture capital. (riabiz.com)
- CAIS which is structured as a TAMP for alternative investments, just raised a new round of capital. (citywireusa.com)
- Why Marty Bicknell, founder and CEO of Mariner Wealth Advisors is investing in startup LifeWorks Advisor. (riabiz.com)
Client psychology
- Our attachments to money are emotional and deep-seated. (wsj.com)
- Three approaches to helping calm investors' market anxiety. (morningstar.com)
Education
- Is teaching financial planning a viable opportunity for you? (kitces.com)
- Kitces.com will now provider advisor education resources to the Zero Alpha Group firms. (citywireusa.com)
Advisers
- Why 2020 may be a good opportunity to do a Roth IRA conversion. (independenceadvisors.com)
- The number of free financial planning tools is growing. Should advisers be worried? (investmentnews.com)
- Wealthfront does not believe in the hybrid model of advice. (wealthmanagement.com)
- Ten adviser sites that stand out from the crowd. (blog.xyplanningnetwork.com)
