Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how RIA deal structures are changing.
Quote of the Day
"Reality is a lot messier than spreadsheets."
(Ben Carlson)
Podcast
- Daniel Crosby talks authenticity and marketing with Taylor Schulte of Define Financial. (rationalreminder.libsyn.com)
- Michael Kitces talks with Andy Panko owner of of Tenon Financial about leveraging Facebook to grow a practice. (kitces.com)
- Thomas Kopelman and Treyton DeVore talk about the first year of AllStreet Wealth. (open.spotify.com)
The biz
- A growing number of buyers are keeping the RIA market strong. (riabiz.com)
- Orion Advisor Services is going to take some time to integrate acquisitions. (wealthmanagement.com)
Advisers
- A niche without a process to serve it is no benefit. (advisorperspectives.com)
- The need to train new planners is only growing. (thinkadvisor.com)
- How personal financial crises can affect well-being. (advisorperspectives.com)
- Access to alternatives is increasing. Is that a good thing? (wealthmanagement.com)
- The upside of using traditional IRA assets for charitable giving. (wsj.com)
- Owning artwork comes with its own responsibilities. (wealthmanagement.com)
