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 prospects for advisers to return to the office.
Quote of the Day
"Direct indexing is a modern twist on separately managed accounts, which have been around for years and are used to build bespoke portfolios for wealthy individuals."
(Claire Ballentine)
Podcasts
- Michael Kitces talks with Blair duQuesnay of Ritholtz Wealth Management about her career path. (kitces.com)
- Barry Ritholtz talks with Greg Fleming, founding CEO of Rockefeller Capital Management on converting from a family office into a full-service advisory firm. (ritholtz.com)
M&A
- Newly listed in the U.S., CI Financial ($CIXX) is on an acquisitions tear. (investmentnews.com)
- A SPAC, Kingswood Acquisition Corp., is on the hunt for RIA targets. (wealthmanagement.com)
Wealthtech
- Why the Blackrock ($BLK) deal for Aperio makes sense all around. (riabiz.com)
- On the dangers facing advisers who rely on a startup for key infrastructure. (wealthmanagement.com)
Communication
- Advisers don't have the option to spout nonsense - they actually have to deal with clients on a regular basis. (thereformedbroker.com)
- Don't confuse client contact with connection. (absoluteengagement.com)
- The reasons people give for investing in stocks don't match up with the textbooks. (klementoninvesting.substack.com)
Advisers
- Four steps to building a niche advisory firm including how to 'create a content machine.' (morningstar.com)
- How active management can make the job of an adviser even more difficult. (evidenceinvestor.com)
- The election didn't really clear up that many issues from a year-end tax planning perspective. (kitces.com)
- Do financial advisers need another designation? The College for Financial Planning thinks so. (riabiz.com)
- This adviser moonlights as a trainer of NBA players and prospects. (riaintel.com)
