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 path for associate advisers to add value.
Quote of the Day
"Financial well-being is not only about numbers. It’s also about the stories we tell ourselves because of those numbers."
(Sarah Newcomb)
Podcasts
- Michael Kitces talks with Ed Coambs who is the founder of Healthy Love & Money, a financial therapy practice. (kitces.com)
- Eric Balchunas and Joel Weber talk with Patrick O'Shaughnessy about the case for custom indexing. (bloomberg.com)
- Daniel Crosby talks "all duration investing" with Cullen Roche who is the Founder and Chief Investment Officer of Discipline Funds. (standarddeviationspod.com)
- Jeff Malec talks wealth preservation with Homer Smith, the founder of Konvergent Wealth Management. (rcmalternatives.com)
- Brendan Frazier talks financial psychology with Brad Klontz. (wiredplanning.com)
Deals
- Why the Wealthfront-UBS merger fell apart. (riabiz.com)
- How RIA deal structures are changing. (citywireusa.com)
Conversations
- Fee conversations should be part of a client relationship from the get-go. (thinkadvisor.com)
- All communication is lossy, so act accordingly. (aworkinglibrary.com)
Advisers
- Financial stress has a big impact on mental health. (advisorperspectives.com)
- How Covid affected retirement decisions. (papers.ssrn.com)
- A review of the latest advisortech news including fundraising by Farther, a platform to help RIAs reduce overhead costs. (kitces.com)
- How modern tontines could be structured. (thinkadvisor.com)
- Delaware is the 16th state to implement auto-IRAs. (investmentnews.com)
