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 main driver of RIA M&A activity.
Quote of the Day
"The financial advice profession is a helping profession, and we believe in the process of planning. We believe in helping people over everything else."
(Michael H. Baker)
Podcasts
- Michael Kitces talks with Shawn Tydlaska, founder of Ballast Point Financial Planning about building a firm around retainer fees. (kitces.com)
- Daniel Crosby talks with Kelly Eng and Lynsey Freeman about how advisors can best work with women. (standarddeviationspod.com)
- Thomas Kopelman talks about the power of content with Samantha Russell of FMG Suite. (thomaskopelman.com)
The biz
- Betterment for Advisors is making it easier for advisors to use their own portfolio allocations. (financial-planning.com)
- MoneyGuidePro is now integrated with MaxMyInterest. (riaintel.com)
- Edelman Financial Engines is rolling out a portfolio protection tool, 'Downside Defender.' (citywireusa.com)
Social media
- Alex Chalekian on how financial advisors can best use social media. (thinkadvisor.com)
- TikTok is the new frontier for financial advice. (investmentnews.com)
Marketng
- Many advisers are gearing up now to offer up video testimonials for marketing purposes. (riaintel.com)
- Five marketing opportunities that have opened up with new rules on the use of client testimonials. (wealthmanagement.com)
The profession
- A comprehensive survey on trends in how advisors get paid. (kitces.com)
- There is big pent-up demand on the part of advisers ready to go independent. Many are waiting for a returns to some semblance of normal. (riabiz.com)
- Does it matter if financial planning is viewed as a 'profession'? (advisorperspectives.com)
Advisers
- Rianka Dorsainvil, "We can’t talk about money without talking about culture." (morningstar.com)
- The case for replacing some bonds with income annuities. (wsj.com)
- How to work with clients who are reluctant to change. (kitces.com)
- When it comes to enrolling in Medicare there are a lot of decisions to make. (advisorperspectives.com)
- When it comes to complex tasks people want to work with a human. (klementoninvesting.substack.com)
