Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at a new compliance headache for advisory firms.
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Quote of the Day
"Honestly, the success of managing sudden wealth, especially when it comes to a lottery, it’s like 99 percent psychological and 1 percent financial."
(Robert Pagliarini)
Podcasts
- Christine Benz and Jeff Ptak talk with Roger Whitney about retirement portfolio planning and the key contributors to success later in life. (morningstar.com)
- Brendan Frazier talks with Nancy Bleeke who is the founder and president of Sales Pro Insider about prospecting conversations. (wiredplanning.com)
Attitude
- Should being rude to a client, cause an adviser to lose their CFP certification? (thinkadvisor.com)
- Why rude behavior is on the rise. (axios.com)
Family
- When does a professional trustee make sense? (kindnessfp.com)
- Higher inflation and falling home prices are making divorce proceedings more difficult. (wsj.com)
- Getting re-married in retirement comes with its own complications. (advisorperspectives.com)
Frailty
Advisor tech
- Savvy Wealth is a new tech-driven aggregator. (riabiz.com)
- Direct indexing tools will be table stakes for advisers. (citywire.com)
- A review of the latest advisortech happenings including Riskalyze's planned rebrand. (kitces.com)
Advisers
- Why advisory firms need different kinds of advisers. (thinkadvisor.com)
- Empathy trumps marketing when it comes to attracting clients. (wealthmanagement.com)
- How financial plans for professional athletes differ than traditional clients. (thinkadvisor.com)
- Clients having to access arbitration against advisers face an expensive road. (wsj.com)
- Pricing pressure is coming to the NTF fund marketplace space. (riabiz.com)
- Why age may not be a good proxy for investment time horizon. (papers.ssrn.com)
