Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to empathize with clients with whom you disagree.
Quote of the Day
"The federal government is giving widows and widowers more time to deal with the intricacies of the estate tax after a spouse dies."
(Ashlea Ebeling)
Podcasts
- Daniel Crosby talks with Kristy Archuleta about the discipline of financial therapy. (standarddeviationspod.com)
- A talk with Tony and Dina Isola about the awful situation facing teachers saving for retirement. (ngpf.org)
- Christine Benz and Jeff Ptak talk with Justin Fitzpatrick who is the co-founder and chief innovation officer at Income Lab, which provides retirement planning software. (morningstar.com)
- Carl Richards and Michael Kitces talk about being relevant on social media. (kitces.com)
The biz
- Orion has closed its acquisition of OCIO provider TownSquare Capital. (riabiz.com)
- Charles Schwab ($SCHW) is pushing its Schwab Wealth Advisory service. (riabiz.com)
- Sanctuary Wealth now has more capital to do deals. (wealthmanagement.com)
Taxes
- Tax loss harvesting isn't always optimal: some cases to keep in mind. (kitces.com)
- Direct indexing for advisers, 101. (blog.xyplanningnetwork.com)
Advisers
- The story of how Elliott Appel of Kindness Financial Planning became an adviser. (kindnessfp.com)
- A profile of Richard Cooke of 2Point0 Financial who is serving the unique financial planning needs of millennials who enjoy travel. (investmentnews.com)
- Why some advisers feel the need to cover aspects of their identity at work. (kitces.com)
- Why one adviser uses age 100 as a planning tool. (barrons.com)
