Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what roadblocks stand in the way of greater diversity in wealth management.
Quote of the Day
"The Go-Giver" teaches us that by making ourselves useful and available to the needs of others, we can find a greater level of success than we could with a more selfish approach. Fortunes have been built with this philosophy over hundreds of years."
(Josh Brown)
Podcasts
- Christine Benz and Jeff Ptak talk with George Kinder, founder of the life planning movement. (morningstar.com)
- Michael Kitces talks with Alex Hopkin, founder of Simply Paraplanner, a job board and training portal for virtual paraplanners across the U.S. (kitces.com)
- Justin Castelli talks with Tyrone Ross Jr. the CEO of OnRamp about finding purposes and passion. (allaboutyourbenjamins.com)
- Frazer Rice talks with David C. Wells Jr., CEO of Family Capital Strategy, "When Anything is Possible - Wealth and the Art of Strategic Living." (frazerrice.com)
Charles Schwab
- Some RIAs have noticed a drop off in customer service at the new Charles Schwab ($SCHW). (riaintel.com)
- Charles Schwab ($SCHW) admits the TDA integration has been rocky. (wealthmanagement.com)
M&A
- More capital is coming into play in the RIA M&A space. (riaintel.com)
- A new aggregator, Journey Strategic Wealth, is on the scene. (wealthmanagement.com)
Retirement planning
- Why it makes sense to bridge to a later Social Security claiming date. (obliviousinvestor.com)
- Remember RMDs? They're back for 2021. (financial-planning.com)
Advisers
- The competition to provide advisers with low-cost insurance products, like annuities, is only growing. (riabiz.com)
- Financial advice is an intangible service, so tangible deliverables are important. (kitces.com)
- Financial planning ultimately isn't about money. It's about what people can do with their money. (advisorperspectives.com)
- How a yoga practice made for a better financial planner. (sofiafinancial.com)
- More advisers are earning the CAIA designation. (riaintel.com)
