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 to use IRA assets for charitable giving goals.
Quote of the Day
"Just because a portfolio provided a particular return in the past doesn’t mean it will do so in the future."
(Mike Piper)
Podcasts
- Brendan Frazier talks with Rick Kahler about identifying a client's 'money mindset.' (podcasts.apple.com)
- Jonathan Fields talks with DJ DiDonna about the power of taking a work sabbatical. (goodlifeproject.com)
Future Proof
- How the Future Proof 'wealth festival' was different. (latimes.com)
- Michael Batnick, "We just threw what I believe will become the biggest financial event in our business. 2,200 people came out this year. Next year will make this one look like a dress rehearsal." (theirrelevantinvestor.com)
- Ryan W. Neal, "No one expects to come to a wealth management industry event and get a sunburn." (investmentnews.com)
- Barry Ritholtz, "The financial conference is dead. Long live the finance festival!" (ritholtz.com)
- Some pics to show you what you missed at Future Proof 2022. (thereformedbroker.com)
Retirement
- Millions of Americans with cognitive decline are managing their own finances. (jamanetwork.com)
- Older clients want help with their Medicare choices. (investmentnews.com)
The biz
- Companies are increasingly unhappy with their 401(k) providers. (riabiz.com)
- Morgan Stanley ($MS) now has relationships with 16.5 million clients. (investmentnews.com)
Advisers
- A lot of financial planning questions are really life planning questions. (awealthofcommonsense.com)
- Advisers can play a big role in helping clients save for college costs. (riaintel.com)
- Why pro athletes are still at-risk of unscrupulous advisers. (citywireusa.com)
- Just how rich are the superrich (0.1%) exactly? (chicagobooth.edu)
