Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to make financial planning a more tangible process.
Quote of the Day
"RIAs are gaining market share because the RIA model allows firms to embrace the strategies necessary to serve clients."
(Mike LaMena)
Podcasts
- Justin Castelli talks with Josh Brown about the power of 'giving with no expectations.' (allaboutyourbenjamins.com)
- Daniel Crosby talks with Samantha Russell about how financial brands are trying to navigate a new world. (standarddeviationspod.com)
- Michael Kitces talks with Dave Yeske about how he applies his policy-based financial planning approach at Yeske Buie, (kitces.com)
CI Financial
- CI Financial ($CIXX) has purchased Segall Bryant & Hamill. (riaintel.com)
- Expect more deals from CI Financial in 2021. (riabiz.com)
Conferences
- Some big adviser conferences are planing to go in-person in the second half of 2021. (investmentnews.com)
- Big advisor conferences are back on, but will anyone attend? (financial-planning.com)
ESG
- Fidelity has launched a new tool, Fidelity ESG Pro, to help guide discussions. (wealthmanagement.com)
- More advisers are taking ESG into account when working with clients. (investmentnews.com)
Reach
- How to use SEO to boost the effectiveness of an advisor website. (kitces.com)
- How to build an online brand using social media. (morningstar.com)
- Michael Kitces and Carl Richards on the one, and only one, thing your website should do. (kitces.com)
GameStop
- If your clients aren't talking to you about GameStop ($GME) they're talking to somebody. (wealthmanagement.com)
- Last week showed why a 'fun money' account can help clients stay on track. (financial-planning.com)
Retirement planning
- Retirement coaching, aside from just financial planning, is becoming a thing. (wsj.com)
- Retirement isn't one big long vacation. (advisorperspectives.com)
Big names
- Fisher Investments ended 2020 with an additional $38 billion in AUM. (thinkadvisor.com)
- You may disagree with Dave Ramsey's teachings but a lot of people listen to him. (kitces.com)
Advisers
- The case against using the outcome from Monte Carlo simulations with clients. (marketwatch.com)
- Direct indexing isn't just for replicating passive strategies. (wealthmanagement.com)
- What advisers can do to broaden their reach to underserved populations. (morningstar.com)
- Bitcoin is big enough, where it is becoming an issue in estate planning. (nytimes.com)
- How the big financial planning membership organizations are faring in pandemic. (wealthmanagement.com)
