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 growing importance of private equity on wealth management.
Quote of the Day
"Having achieved success and freed himself of financial fear lingering from decades ago, [Ron] Carson is now in pursuit of significance."
(Michael Trasher)
Podcasts
- Steve Sanduski talks with Ric Edelman about future proofing your practice. (stevesanduski.com)
- Frank Chaparro talks with Jeremy Schwartz and Michael Batnick about the slow adoption of crypto by financial advisers. (theblockcrypto.com)
- Michael Kitces talks with Patti Brennan is the CEO of Key Financial about how to scale an advisory firm. (podcasts.apple.com)
- Brent Nelson talks with Frazer Rice about how to preserve generational wealth. (wealthandlaw.com)
The biz
- Advisory firms are facing a new kind, and level, of stress in this environment. (thinkadvisor.com)
- A Q&A with Emlen Miles-Mattingly about launching Gen Next Wealth and the Onyx Advisor Network. (etftrends.com)
- Focus Financial ($FOCS) is laying out aggressive growth targets. (thinkadvisor.com)
Robo-advisors
- With Wealthfront getting acquired, can Betterment continue to remain independent? (investmentnews.com)
- Robo-advisors changed the industry but don't have a path forward as independent entities. (barrons.com)
- Is Betterment's move into crypto a repudiation of is founding ethos? (riabiz.com)
Clients
- Everybody can benefit from financial advice, including sex workers. (thinkadvisor.com)
- Blended families have their own unique financial challenges. (investmentnews.com)
- New advisor clients now often DIY assets. (barrons.com)
Advisers
- Michael Finke, "It is important for advisors to remember that the decision to delay claiming Social Security is not the same as the decision to retire." (thinkadvisor.com)
- Comparing the big direct indexing platforms. (kitces.com)
- Ed Slott says hold off on backdoor IRAs. (thinkadvisor.com)
- Advisers think they do a better job of communicating with clients than in reality. (fa-mag.com)
- How to use office hours to help give back. (kitces.com)
- Tips on how get through the CFP exam. (novelinvestor.com)
