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 rise of financial caregiving.
Quote of the Day
"Remember that the goal of the first meeting is to understand what the prospect values, and why they are coming to you."
(Sara Grillo)
Podcasts
- Dasarte Yarnway talks with Altruist CEO Jason Wenk about his unique career path. (youtube.com)
- Cameron Passmore and Benjamin Felix talk with Don Ezra about the challenges of life after full-time work. (rationalreminder.ca)
- Michael Kitces talks changing money scripts with Yohance Harrison who is the founder of Money Script Wealth Management. (podcasts.apple.com)
Wealthtech
- RIA referral firm SmartAsset has raised $110m in new funding round. (citywireusa.com)
- Betterment is building out its service offerings for advisers, the 'RIA Tech Suite.' (riabiz.com)
- What's behind the launch of Orion's new 3D Risk Profile tool? (investmentnews.com)
The biz
- Schwab Advisors Services is planning to launch fully digital client onboarding in July. (riaintel.com)
- Why small RIAs are effectively shut out of custodian referral programs. (citywireusa.com)
- A deep dive into Ric Edelman's departure from Edelman Financial Engines. (financial-planning.com)
- Some adviser conferences that are coming back this Fall. (citywireusa.com)
Practice management
- Hybrid work is road forward for getting more women into wealth management. (investmentnews.com)
- Why advisers need minimum fees. (certaintyadvicegroup.com)
Estate planning
- The day to do estate planning is today. (advisorperspectives.com)
- The life insurance industry is still coming to terms with Covid. (wsj.com)
Advisers
- What advisers need to know about client equity compensation planning. (kitces.com)
- The capital gains situation for 2021 is still up in the air. (morningstar.com)
- Three coaching models advisers can use to help clients overcome obstacles. (kitces.com)
- People change their mind about seeking our financial advice because something in their life has changed. (seths.blog)
- Defaults matter: the case of retirement calculators. (morningstar.com)
