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 challenge of keeping a client after an adviser retires.
Quote of the Day
"The ideal advisor is a guide, a coach. She leads with empathy, not instruction."
(Tim Maurer)
Podcasts
- Daniel Crosby talks behavioral portfolio management with Thomas Howard is the CEO and Chief Investment Officer of AthenaInvest. (standarddeviationspod.com)
- Michael Kitces talks with Jessica Hovis, President of Longview Financial Advisors, about transitioning ownership into an employee-owned firm. (kitces.com)
- Caitlin Cook talks with Penny Phillips who is the is the co-founder and President of Journey Strategic Wealth. (podcasts.apple.com)
- Michael and Ben talk risk management with Rick Bookstaber of Fabric. (awealthofcommonsense.com)
The biz
- Charles Schwab ($SCHW) is increasingly under fire over Schwab Intelligent Portfolios. (citywireusa.com)
- AdvicePay is now facilitating enterprise workflows. (wealthmanagement.com)
Taxes
- A review of where things stand with the latest version of the American Families Plan, bill. (kitces.com)
- On the (likely) end to the backdoor Roth IRA. (morningstar.com)
Alternatives
- Why wealth managers can't ignore crypto, especially for younger generations. (investmentnews.com)
- How advisers are getting access to pre-IPO shares. (riaintel.com)
Prospects
- Losing money is a driver for people to seek out financial advice. (ft.com)
- Thomas Kopelman, "A huge part of working with an advisor is offloading these unwanted tasks to someone else because people simply don’t have the time or don’t want to do it themselves." (thomaskopelman.com)
Practice management
- How the pandemic has changed wealth management. (thinkadvisor.com)
- Five lessons learned from the first eight years of Ritholtz Wealth Management. (ritholtz.com)
