Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the unique needs of childless clients.
Quote of the Day
"Don't confuse hearing and listening."
(Joy Lere)
Podcasts
- Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach. (kitces.com)
- Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. (standarddeviationspod.com)
The biz
- Checking in on the state of the Schwab-TDA merger. (riabiz.com)
- DFA is a case study in being slow to recognize industry shifts. (riabiz.com)
Niches
- Niche advisers tend to earn more revenue. (thinkadvisor.com)
- Young lawyers have their own unique financial planning needs. (investmentnews.com)
Advisers
- What is happening with RIA valuations? (riabiz.com)
- Alternative assets are a mine field for advisers. (investmentnews.com)
- Why it pays to shop these days for SPIAs. (thinkadvisor.com)
- Why advisers need to be transparent as possible with their fees. (investmentnews.com)
- How to work with clients who are uncomfortable with uncertainty. (kitces.com)
- It's hard to talk about retirement without Social Security which turned 87 years old. (marketwatch.com)
- My Q&A with Eric Barker author of “Plays Well with Others: The Surprising Science Behind Why Everything You Know About Relationships Is (Mostly) Wrong.” (abnormalreturns.com)
- How the racial wealth gap persists over time. (npr.org)
