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 nation’s biggest donor-advised fund.
Quote of the Day
"My client taught me to make sure I encourage my clients to take that trip or create that once-in-a-lifetime experience. Be responsible but live life."
(Justin Castelli)
Podcasts
- Christine Benz and Jeff Ptak talk with Alan Moore, co-founder of the XY Planning Network. (morningstar.com)
- Dasarte Yarnway talks with Brian Portnoy about funded contentment. (youtube.com)
- Alex Steger and Frank Talbot talk lessons learned with Ric Edelman founder of Edelman Financial Engines. (citywireusa.com)
- Going independent is like any other entrepreneurial effort - you need capital to get started. Michael Kitces and Carl Richards weigh in. (kitces.com)
The biz
- How Charles Schwab ($SCHW) and Vanguard are approaching crypto. (riabiz.com)
- What big providers are doing to flag cognitive decline in clients. (wsj.com)
- A closer look at the Schwab Charitable Fund. (morningstar.com)
- A list of the 50-largest fee-only RIAs. (investmentnews.com)
- Ethic now manages $1 billion in assets. (riaintel.com)
Practice management
- To succesfully manage growth advisory firms need to be proactive when it comes to hiring. (thinkadvisor.com)
- It's not just about office space. Remote work allows advisers to hire across the country. (financial-planning.com)
- On the advantages of pursuing a niche practice. (investmentnews.com)
Advisers
- How to frame discussions around inflation in retirement. (investmentnews.com)
- On the use of debt as a more credible factor for risk taking. (klementoninvesting.substack.com)
- Why experiential learning is the future of financial planner training. (kitces.com)
- The benefits to delaying Social Security are bigger than you think, especially for high earning women. (papers.ssrn.com)
