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 more couples don’t sign prenuptial agreements.
Quote of the Day
"Nobody learns anything from winning, especially when the winning comes so easily. You learn from losing. And when you lose a lot, you should be learning a lot. Every generation gets its education sooner or later."
(Joshua Brown)
Podcasts
- Michael Kitces talks with Jennifer Murray. who is the owner and founder of Stonebridge Financial Advisors about building a niche, solo practice. (kitces.com)
- Rick Ferri talks with Michael Kitces and Nicole Boyson about the state of the investment advisory industry. (bogleheads.podbean.com)
- Yanely Espinal talks with Chantel Chapman on addressing financial trauma. (ngpf.org)
The biz
- Morningstar ($MORN) is transition more asset to the SMArtX platform. (riabiz.com)
- How Facet Wealth is building its business. (citywireusa.com)
Advisers
- Advisers aren't great at forecasting returns either. (axios.com)
- Why financial planners should have their own planner. (advisorperspectives.com)
- Five revealing questions for potential clients. (financial-planning.com)
- How to stage Roth IRA conversions in retirement. (financialducksinarow.com)
- Do you have too many clients? (morganranstrom.substack.com)
- There are a lot of reasons for a pre-nup. (kaylindillonfinancial.com)
- Why someone might swap a private foundation for a donor advised fund. (advisorperspectives.com)
