Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the importance of ‘frailty risk.’
Quote of the Day
"Setting client expectations is a key determinant of your success as an adviser."
(Scott Hansen)
Podcasts
- Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. (morningstar.com)
- Mark Bruno speaks with Brandon Kawal, principal of Advisor Growth Strategies, about the challenge of attracting talent. (wealthmanagement.com)
- Brendan Frazier talks the four pillars of a client discovery meeting. (wiredplanning.com)
- Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the changing landscape for financial advisors. (advisorpedia.com)
- Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences. (open.spotify.com)
The biz
- Envestnet ($ENV) has attracted an activist investor. (riabiz.com)
- CI Financial ($CIXX) is planning to spin-off its U.S. unit debt-free in 2023. (riabiz.com)
Retirement
- Why retirees should include Social Security into their asset allocation. (morningstar.com)
- Delaying taxes in retirement isn't always the best strategy. (thinkadvisor.com)
- It's hard to make the case for IRA contributions later in life. (morningstar.com)
- How to give your parents advice that they will take. (wsj.com)
Advisers
- How to recruit, train and retain next generation advisers. (kitces.com)
- How the SEC is set to make outsourcing more costly and complicated. (riabiz.com)
- What mid-life women need from a financial adviser. (investmentnews.com)
- A Q&A with Jamie Hopkins co-author of “Find Your Freedom: Financial Planning for a Life on Purpose.” (thinkadvisor.com)
- How Notice 2022-53 has affected the tax code. (morningstar.com)
- Five things to consider when donating appreciated securities. (thinkadvisor.com)
