Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at growing opportunities for alternative investments.
Quote of the Day
"Saving and investing for retirement is hard. There are many risks; how long you’ll live, how much money you’ll make, and what will happen to markets are all unknown. And just when we think we’ve figured it out, there is another curve ball."
(Allison Schrager)
Podcasts
- Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. (proudmouth.com)
- Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. (standarddeviationspod.com)
- Brendan Frazier talks with Mary Schmid about building trust with clients. (wiredplanning.com)
- Dan Graham talks with Thomas Kopelman of All Street Wealth about using social media. (nextgenplanners.co.uk)
Charles Schwab
- Charles Schwab ($SCHW) is 'two thirds' of the way through the TDA integration. (investmentnews.com)
- The Schwab-TDA deal is upending all sorts of longstanding arrangements. (riabiz.com)
The biz
- Just because RIAs are reaching scale, doesn't mean they should be publicly traded. (investmentnews.com)
- How Creative Planning came to be comfortable doing acquisitions. (riabiz.com)
- How M&A transactions are getting structured in light of a bear market. (investmentnews.com)
- What's the story behind the valuation behind startup Farther? (riabiz.com)
Insurance
- Big changes are coming to Medicare via the Inflation Reduction Act. (morningstar.com)
- Why don't more people carry umbrella insurance? (thinkadvisor.com)
Advisers
- Some universal truths about money including 'Money does not bring happiness, though the absence of it can bring unhappiness.' (advisorperspectives.com)
- Drawing a line between financial planning and financial therapy. (nytimes.com)
- Ten mistakes Allan Roth has made during his advisory career including 'Vanguard will always be the low-cost leader focused on individual investors.' (advisorperspectives.com)
- Divorce becomes even more complex nearing retirement. (investmentnews.com)
- Why we are reluctant to talk about money worries. (evidenceinvestor.com)
- A history of family offices going back to the Rockefellers. (manual.withcompound.com)
