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 Zoom should be your default when communicating with clients.
Quote of the Day
"This is one reason so many of us hold onto delusional beliefs about money. We tend to be reluctant to undergo the arduous, painful process of challenging and modifying our world views."
(Rick Kahler)
Podcasts
- Meb Faber talks with Kevin Lozer, the co-founder of Holistiplan, about streamlining tax planning for advisors. (mebfaber.com)
- Frazer Rice talks with Brittain Prigge, President and Head of Relationship Management at Balentine, about family money discussions. (frazerrice.com)
- Daniel Crosby talks with Cady North who is an author, podcast host, speaker, investment advisor and the CEO and founder of North Financial Advisors. (standarddeviationspod.com)
- Michael Kitces and Carl Richards about how advisers can let go of the stress dealing with clients. (kitces.com)
Retirement
- Although many households can't replace their pre-retirement income, many rightsize their spending. (investmentnews.com)
- From EBRI - "Retirees in Profile: Evaluating Five Distinct Lifestyles in Retirement" (ebri.org)
- The pandemic didn't put a dent in Americans' confidence in retirement. (investmentnews.com)
Robo-advisors
- Betterment is seeing strong performance across all its lines of business. (riabiz.com)
- The big robo-advisors continue to build out their suite of services. (investmentnews.com)
Bitcoin
- Charles Schwab ($SCHW) is warming up to cryptocurrencies. (riabiz.com)
- JPMorgan Chase ($JPM) is preparing to offer an actively managed bitcoin fund to certain clients. (coindesk.com)
The biz
- Charles Schwab ($SCHW) has merged its two RIA referral businesses. (riabiz.com)
- In-person adviser conferences are coming for Q4, except for Schwab ($SCHW). (citywireusa.com)
- Why Fidelity is planning such a big hiring push. (riabiz.com)
Practice management
- What it's been like to grow and manage a wealth management firm during pandemic. (thereformedbroker.com)
- A profile of Heather Fortner, CEO of SignatureFD in Atlanta. (citywireusa.com)
Onboarding
- In practice, risk-tolerance questionnaires are highly flawed. (evidenceinvestor.com)
- GoalBased Investors wants to gamify the onboarding process. (news.crunchbase.com)
Advisers
- There are still some 17,000 state-registered RIAs. (investmentnews.com)
- Why being more diverse and inclusive is good for business. (morningstar.com)
- Advisers tend to use ESG strategies only with wealthier clients. (thinkadvisor.com)
- The best social media platform for you is one you actually enjoy using. (riaintel.com)
