Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why it is crucial to put plans in place to address aging clients.
Quote of the Day
"Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful purpose has magical powers."
(Barry Ritholtz)
Podcasts
- Barry Ritholtz talks with Shirl Penney, founder and CEO of Dynasty Financial Partners. (ritholtz.com)
- Daniel Crosby talks with Johnny Sandquist who is the Founder & CEO of Three Crowns Marketing about the challenges of advisor marketing. (standarddeviationspod.com)
- Jim O'Shaughnessy talks with OSAM's Travis Fairchild about how to customize a clients's ESG approach. (osampodcast.libsyn.com)
The biz
- Fisher Investments is rapidly growing assets under management. (citywireusa.com)
- Schwab ($SCHW) and TDA are hiring like crazy on the support side. (riaintel.com)
- Financial Gym is focused on providing financial guidance to the masses. (investmentnews.com)
- Fidelity is investing more capital in Ethic, a manager focused on ESG SMAs. (riabiz.com)
- Fidelity Spire continues to roll out new features. (investmentnews.com)
Conferences
- The Morningstar Investment Conference is planning an in-person return in September. (citywireusa.com)
- Will audio platforms like Clubhouse kill the in-person conference? (institutionalinvestor.com)
Crypto
- How to talk to your clients about NFTs. (etftrends.com)
- Onramp wants to make cryptocurrencies available to advisory clients. (thinkadvisor.com)
Advisers
- The CFP Board is adding a new "psychology of financial planning" module. (riaintel.com)
- How the American Rescue Plans changed the opportunity set for health insurance. (advisorperspectives.com)
- It's not worth trying to outguess future tax law changes. (obliviousinvestor.com)
- What advisers can do to educate themselves about the African-American experience. (morningstar.com)
- How to creatively include fees on your website. (blog.twentyoverten.com)
- How to help overcome their reluctance to change. (kitces.com)
- The upside of using donor-advised funds. (wealthmanagement.com)
