Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what mid-life women need from a financial adviser.
Quote of the Day
"Because different words will motivate people differently, we must hold loosely to our own personal favorites."
(Tim Maurer)
Podcasts
- Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. (morningstar.com)
- Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the future of the advisor conference. (advisorpedia.com)
Charity
- How Fidelity became the nation's largest charity. (fa-mag.com)
- How qualified charitable distributions work. (kindnessfp.com)
- Peter Lazaroff talks with Plancorp’s Sara Gelsheimer about charitable giving strategies. (peterlazaroff.com)
- RIP Medical Debt continues to garner support. (axios.com)
Advisers
- Add Arta Finance to the list of tech-focused wealth startups. (riabiz.com)
- How to build an annual planning process based on the seasons. (kitces.com)
- Advisers are a key part of helping clients deal with a sudden influx of wealth. (wsj.com)
- Why Ritholtz Wealth Management hired a new President. (riabiz.com)
- Why couples argue over money. (morningstar.com)
