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 surge in securities-based lending by the big banks.
Quote of the Day
"Trust is the most valuable currency on the planet. And it’s something you can’t buy. You have to earn it."
(Michael Batnick)
Podcasts
- Dasarte Yarnway talks with Emily Binder, the founder of WealthVoice, about using new methods to reach clients. (humanadvisorpodcast.com)
- Michael Kitces talks with Ryan Frailich who is the founder of Deliberate Finances about building a practice that works with younger clients. (kitces.com)
- Jeff Ptak and Christine Benz talk with Carl Richards about real financial planning. (morningstar.com)
The biz
- A big profile of Morgan Stanley ($MS) and its aspirations in wealth management. (institutionalinvestor.com)
- With new fundraising, iCapital increasingly looks like a winner in the alternatives space. (riabiz.com)
- American Express ($AXP) is dipping its toe back into the financial planning business. (riabiz.com)
- Retirement recordkeepers and third-party administrators are consolidating like mad. (citywireusa.com)
Annuities
- How to think about substituting annuities for bonds in a retirement portfolio. (morningstar.com)
- Why the government should make 'good' annuities more easily available. (morningstar.com)
Communications
- Three ways to write more effectively. (dariusforoux.com)
- How much do clients care about media appearances? Apparently, not much. (riaintel.com)
Practice management
- How advisers spend their time and how they can become more efficient. (kitces.com)
- How to build a pipeline of women in wealth management. (financial-planning.com)
- The latest adviser fintech news including the launch of a 'Yelp-for-Advisors platform.' (kitces.com)
Advisers
- How to spot signs of financial trauma. (advisorperspectives.com)
- Some clients may have enough in collectibles that it affects their plan. (investmentnews.com)
- On the benefits of providing free financial advice to the adult (<26 years) children of existing clients. (wealthmanagement.com)
- Meet Zach Teutsch a 'socialist financial advisor.' (investmentnews.com)
- Stuff they don't teach you in books including 'Clients hate paying taxes.' (thereformedbroker.com)
