Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why people have been predicting the demise of Social Security for ages.
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Quote of the Day
"As with other relationships, the success of a financially unequal coupleship hinges more on the emotional dynamics than the money."
(Rick Kahler)
Podcast
- Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. (ritholtz.com)
- Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. (wiredplanning.com)
- Michael Kitces talks with Libby Greiwe who is the owner of The Efficient Advisor, a financial advisor coaching and consulting business. (kitces.com)
- Daniel Crosby talks with Paul Craven about the evolutionary origins of behavioral bias. (standarddeviationspod.com)
The biz
- Schwab-TD re-papering expectations are in flux. (riabiz.com)
- Edelman Financial Engines is entering a new era. (fa-mag.com)
- Betterment launches crypto product for customers with custody by Gemini. (theblock.co)
Conferences
- A list of the 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023. (kitces.com)
- How Future Proof broke new ground for the wealth management industry. (thinkadvisor.com)
Advisers
- How to set expectations with clients about communication. (advisorperspectives.com)
- Post-pandemic, advisers are going to learn if they can grow organically. (investmentnews.com)
- How to assess what clients really want from an adviser. (kitces.com)
- Why you should take industry 'awards' with a big grain of salt. (riabiz.com)
- Communication matters when it comes to understanding benefits, like Social Security. (papers.ssrn.com)
- Do people move states for tax purposes? It seems so... (bloomberg.com)
