Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at when tax loss harvesting doesn’t make sense.
Quote of the Day
"It is possible to have an abundance of money and still experience emotional, physical, or psychological strain that precludes having emotional wellbeing."
(Rick Kahler)
Podcasts
- Michael Kitces talks with Andrew Komarow who is the founder of Tenpath Financial Group and Planning Across the Spectrum (kitces.com)
- Diana Britton talks with Danika Waddell, resident and founder of Xena Financial Planning, about going independent. (wealthmanagement.com)
- Daniel Crosby talks with Sarah D. Asebedo about the application of positive psychology to financial planning. (standarddeviationspod.com)
- Matt Reustle talks with Andrew Hollingsworth about the business of Charles Schwab ($SCHW). (joincolossus.com)
The biz
- Goldman Sachs' ($GS) Personal Financial Management has ambitious hiring plans. (thinkadvisor.com)
- RIA M&A volume has not really slowed down in 2022. (citywireusa.com)
Practice management
- How tiered asset management fees help in a market downturn. (investmentnews.com)
- Insights from the lastest Charles Schwab RIA Benchmarking Study. (investmentnews.com)
Advisers
- Jake Northrup on why 'retirement is the enemy.' (thinkadvisor.com)
- How to use client surveys to tighten your messaging. (wealthmanagement.com)
- Adviser can play a crucial role in allowing clients to take work sabbatical without blowing up their finances. (kitces.com)
- Life is filled with transitional periods. (thinkadvisor.com)
- What is 'financial well-being'? (advisorperspectives.com)
