Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at strategies to mitigate sequence of returns risk.
Quote of the Day
"By making a simple – yet crucial – shift in their messaging strategy by flipping "we" statements into "you" statements, firms can earn more credibility and (hopefully) attract more clients!"
(Stephen Beach)
Podcasts
- Christine Benz and Jeff Ptak talk with Wade Pfau about how inflation affects retirement. (morningstar.com)
- Daniel Crosby talks with Ashvin Chhabra who is President and CIO of Euclidean Capital, the family office for James H. Simons & Marilyn H. Simons. (standarddeviationspod.com)
- Jeff Malec talks behavioral conversations with Brian Portnoy of Shaping Wealth. (youtube.com)
- Brendan Frazier on ten lessons learned about the human side of advice. (wiredplanning.com)
The biz
- Goldman Sachs ($GS) is in no hurry to launch a custody business. (riabiz.com)
- a16z is expanding its wealth management ambitions. (investmentnews.com)
- Citibank ($C) has big hiring plans to build out its wealth management practice targeting young professionals. (investmentnews.com)
- Large RIAs are building out their own alternatives capabilities. (riabiz.com)
Adviser tech
- How Facet Wealth works with PolicyGenius for client insurance needs. (riabiz.com)
- How Smart Kx looks to solve adviser billing problems. (wealthmanagement.com)
- The latest in advisor tech news including the launch of prospecting tool Catchlight. (kitces.com)
Advisers
- How to craft a clear message for a niche advisory firm. (advisorperspectives.com)
- Advisers should market themselves in ways that make sense to them. (investmentnews.com)
- Why child-free clients have unique planning needs. (kitces.com)
- You are unlikely to change a client's mind using facts and statistics. (advisorperspectives.com)
- How to plan for when one spouse retires, while the other keeps working. (thinkadvisor.com)
- How grandparents can superfund a 529 account. (barrons.com)
