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 Future Proof changed the world of financial conferences.
Quote of the Day
"The real problem is that being a multi-billionaire would change your relationship with every other human being."
(Tim Harford)
Podcasts
- Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. (morningstar.com)
- Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. (kitces.com)
- Daniel Crosby talks with Tom Morgan about personal myth making. (standarddeviationspod.com)
Future Proof
- Lisa Shidler, "Future Proof 2022's festival-style event was a hit and will return next year to the same Huntington Beach coastal location." (riabiz.com)
- Three positives, and three negatives, from the 2022 Future Proof festival. (bpsandpieces.com)
- The 2nd annual Future Proof conference is set for Huntington Beach, CA, on September 10-13, 2023. (linkedin.com)
Fintech
- Most people don't need asset management, they need paycheck management. Budge looks to solve this. (riabiz.com)
- This startup wants to make it easier to borrow against whole life insurance policies. (techcrunch.com)
- DPL is gaining momentum selling annuities through advisers. (riabiz.com)
Compliance
- Many clients want to text with their adviser. Make sure you do so in a compliant fashion. (thinkadvisor.com)
- Morgan Stanley ($MS) sold computers with unencrypted client data on them. (ft.com)
Advisers
- Why checklist-style financial planning isn't all bad. (kitces.com)
- How one firm plans to use client testimonials. (citywireusa.com)
- Why people spend less money in retirement. (nber.org)
- How retiree spending and happiness change over time. (thinkadvisor.com)
- Despite a drop in the stock market, donor-advised funds aren't seeing a drop in giving. (investmentnews.com)
