Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why you need be more selective when it comes to acquiring clients.
Quote of the Day
“We should push very hard for people to be clear about what they want when they use it. And in an ideal world, ESG would disappear as an acronym . . . and we would find a better way of labelling the conversation.”
(Ian Simm)
Podcasts
- Michael Kitces talks with Seth Streeter, the founder and CIO of Mission Wealth, about growing through mergers. (kitces.com)
- David Armstrong talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, about helping clients over a lifetime. (advisor-innovations.blubrry.net)
Profiles
- A profile of Lauren Oschman, the new CEO of Vestia Personal Wealth Advisors, and their niche practice. (riabiz.com)
- A nice profile of Elliott Appel of Kindness Financial Planning. (insurancenewsnet.com)
Practice management
- If you want to start an advisory practice, make sure it works for your own needs. (blog.xyplanningnetwork.com)
- Focusing on a practice niche need not mean a full reboot. (wealthmanagement.com)
Behavior
- One thing an adviser should emphasize when a client receives a windfall. (advisorperspectives.com)
- There is a difference between optimal financial advice and advice that will actually get implemented. (kitces.com)
- How grief can affect decision making. (advisorperspectives.com)
States
- More states are enacting workarounds for business owners to avoid the $10,000 SALT cap. (wsj.com)
- Add Virginia to the list of states offering auto-IRAs. (investmentnews.com)
Platforms
- Are the big four wealth management platforms ripe for disruption? (riabiz.com)
- Why Savant Wealth Management has invested in Lumiant, which provides a digital client portal and engagement technology to financial advisers. (riaintel.com)
- Envestnet ($ENV) has acquired provider 401kplans.com. (investmentnews.com)
Advisers
- The best ways to fulfill a CFP experience requirement. (kitces.com)
- 12 ways your firm can differentiate itself. (wealthmanagement.com)
- How younger generations approach charitable giving differently. (investmentnews.com)
- Modern life is filled with a lot of twists and turns. (forbes.com)
- The case for selling RSUs after they vest. (zajacgrp.com)
- When firing an adviser paid off. (rivershedge.blogspot.com)
- Career paths differ by firm type. (thinkadvisor.com)
