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 advantages of hiring professionals from outside the advisory space.
Quote of the Day
"The most important point here is that in a portfolio that has cash coming out of it, return cannot be the exclusive focus, even for investors that can stay the course through all the market’s ups and downs."
(Jack Forehand)
Podcasts
- Joe Weisenthal and Tracy Alloway talk direct indexng and more with Patrick O'Shaughnessy of OSAM. (bloomberg.com)
- Christine Benz and Jeff Ptak talk investor behavior with Daniel Crosby of Orion Advisor Solutions. (morningstar.com)
- Michael Kitces talks with Shannon McLay who is the founder of The Financial Gym which offers subscription-based financial coaching. (podcasts.apple.com)
- Justin Castelli talks with Odaro Aisuenia, rising star in the financial planning community. (justincastelli.io)
Fidelity
- Fidelity is hiring like crazy. (wsj.com)
- Fidelity is upping it compensation to attract new employees. (riabiz.com)
Advisers
- Does it matter what advisers call themselves? (kitces.com)
- An example of how to manage single stock risk in a tax framework. (canvas.osam.com)
- How advisers can help clients make better charitable giving decisions. (investmentnews.com)
- The great challenge for clients is turning assets into income. (am.jpmorgan.com)
- Preparing for cognitive decline isn't easy but is better than the alternative. (investmentnews.com)
- Fall adviser-focused conferences are getting pushed into 2022. (citywireusa.com)
