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 right way to onboard new clients.
Quote of the Day
“The flood of additional designations with lower standards has watered down the benefits of having some of the really good ones...Most clients don’t know what any of these letters represent.”
(Matt Chancey)
Podcasts
- Daniel Crosby talks with Lauire Lantos about why we take our autonomic nervous system for granted. (standarddeviationspod.com)
- Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. (kitces.com)
401(k)
- Blackrock ($BLK) has purchased a stake in 401(k) provider Human Interest Inc. (wsj.com)
- Carson Group and Vestwell are launching a new 401(k) product for small businesses. (thinkadvisor.com)
Taxes
- Some steps you can take to upgrade your tax-planning game. (blogs.cfainstitute.org)
- How Merit Financial Advisors is building out its tax practice. (citywire.com)
- A CPA shortage is looming. (thinkadvisor.com)
The biz
- The M&A has shifted in 2023 with a focus on firms with alts capacity. (citywire.com)
- Wealthfront and Betterment are going in different strategic directions. (riabiz.com)
- Why the business of financial advice is never going out of style. (riabiz.com)
Advisers
- Ric Edelman, “A longer lifespan has profound implications for future planning.” (fa-mag.com)
- Higher mortgage rates make dispassionate advice from financial advisers more relevant. (kitces.com)
- If you are having a hard time hiring, you may need to look inwards. (thinkadvisor.com)
- What you need to know about inherited IRAs in 2023. (investmentnews.com)
- Happiness increases with income, but time poverty is a real problem. (kitces.com)
- Should every adviser have a podcast? (financial-planning.com)
