Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how MacKenzie Scott gives away her wealth.
Quote of the Day
"So many advisors simply haven't seen high inflation. It's been 30 years or more--30 to 35 years. So, they haven't experienced in their career. I don't know if it's complacent or just simply ignorance of the devastating effects that high inflation can have on a portfolio."
(Bill Bengen)
Podcasts
- Meb Faber talks with Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform. (mebfaber.com)
- Michael Kitces talks with Patricia Houlihan who is the Founder of Houlihan Financial Resource Group about putting together an internal succession plan. (kitces.com)
- Daniel Crosby talks with Kristin Shea author of the forthcoming book "The Truth About Digital Marketing for Financial Advisors." (standarddeviationspod.com)
- Christine Benz and Jeff Ptak talk retirement withdrawal strategies with Bill Bengen. (morningstar.com)
The biz
- Emlen Miles-Mattingly and Dasarte Yarnway are launching the Onyx Advisor Network to help underrepresented groups jump-start new advisory firms. (riaintel.com)
- Charles Schwab ($SCHW) is trying to address service shortfalls at TDA. (riabiz.com)
- On the future of the popular 'The Ric Edelman Show.' (riabiz.com)
Conversations
- How to have difficult conversations around improper behavior of colleagues and clients. (morningstar.com)
- Family roles are changing and advisers need to stay up to-date. (thinkadvisor.com)
Compliance
- What it's like to go through a state-level RIA examination. (riaintel.com)
- There's no getting around cryptocurrency reporting requirements. (thinkadvisor.com)
Advisers
- How to help a client create a 'statement of financial purpose.' (kitces.com)
- On the relationship between happiness and hiring a financial adviser. (angieherbers.com)
- When not recommending an annuity is breach of fiduciary duty. (advisorperspectives.com)
- Research shows retirees want to keep consumption constant. (crr.bc.edu)
- Ritholtz Wealth Management is hiring for five new positions. (thereformedbroker.com)
