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 story behind the rise of direct indexing.
Quote of the Day
"Two supreme forces, one gender, and one monumental planning need, will directionally influence which way trillions of dollars of wealth assets flow."
(David Macchia)
Podcasts
- Daniel Crosby talks with Dr. Moira Somers about giving financial advice that sticks. (standarddeviationspod.com)
- Michael Kitces talks with Kate Guillen, founder of Simplicity Operations Management, on helping advisory firms get the most out of their CRM systems. (podcasts.apple.com)
Charity
- Charitable giving is a great way to maintain a client relationship. (wealthmanagement.com)
- Meb Faber talks with Adam Nash is the co-founder & CEO of Daffy.org, a not-for-profit community built around a new, modern platform for giving. (mebfaber.com)
The biz
- Why Goldman Sachs ($GS) has yet to launch its RIA custody business. (riabiz.com)
- JPMorgan Chase ($JPM) is buying Global Shares, a provider of cloud-based software for managing employee share plans. (financial-planning.com)
Practice management
- Just because someone is an equity owner doesn't mean they will act like an owner. (kitces.com)
- Four pillars for developing associate advisers. (thinkadvisor.com)
Going independent
- The pros and cons of starting your own RIA. (advisorperspectives.com)
- The numbers show advisers continue to shift from wirehouses to RIAs. (investmentnews.com)
Investing
- Not every RIA shuns individual stocks. (riaintel.com)
- Dave Nadig spoke with Michael Batnick of RWM about how the firms evaluates new investment strategies. (etftrends.com)
Advisers
- How advisers can help clients who are in the midst of caring for older generations. (investmentnews.com)
- Relationships in late life come with a host of financial, emotional and legal baggage. (thinkadvisor.com)
- There is a downside to serving clients who are not a great fit. (fa-mag.com)
- A Q&A with Doug Boneparth about what advisers can learn from clients. (thinkadvisor.com)
- Pro bono advising is a win-win-win. (investmentnews.com)
