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 might have too many clients.
Quote of the Day
"Bullsh*t in investing, be it wild over-optimism, deception or fraud, is as old as time, precisely because it is hard to resist the promise of easy returns and to tell the difference between innovation and make-believe."
(Benn Eifert)
Podcasts
- Michael Kitces talks with Patrick Kilbane, Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, about making the transition from attorney to adviser. (kitces.com)
- Daniel Crosby talks with Nick Maggiulli about his book "Just Keep Buying." (standarddeviationspod.com)
Advisor tech
- The latest (July) in advisor tech including Fruitful coming out of stealth mode. (kitces.com)
- With Merrill Lynch on board, now all the big players on Wall Street own a stake in iCapital. (riabiz.com)
Charitable distributions
- Why asset location matters for bequests. (obliviousinvestor.com)
- Things to keep in mind when making a qualified charitable distribution. (wsj.com)
Advisers
- First Trust became the latest in a series of larger firms to buy a fledgling direct indexer, i.e. Veriti. (riabiz.com)
- XYPN Planning Network is just about done raising outside capital. (citywireusa.com)
- Tony Parker and NorthRock X want to help athletes avoid financial pitfalls. (frontofficesports.com)
- What people who come into sudden wealth need to keep in mind. (thinkadvisor.com)
- Empathy allows for an adviser to redirect client beliefs. (kitces.com)
