Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how advisers can help clients with their mortgage needs.
Quote of the Day
"How are we going to adapt and thrive and continue to improve the outcomes for our clients in the future? That’s it. It’s the overarching idea that every other idea is subservient to."
(Joshua Brown)
Podcasts
- Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. (morningstar.com)
- Daniel Crosby talks with Derek Hagen about living a life of intention and mindfulness. (standarddeviationspod.com)
- Brendan Frazier talks building communication skills with Jim Grubman. (wiredplanning.com)
- Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." (wealthmanagement.com)
Future Proof
- Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. (thereformedbroker.com)
- FutureProof 2022 was a resounding success. Sign up for the next go-round. (ritholtz.com)
401(k)
- Why Carson Wealth Management is launching a 401(k) program with Vestwell. (riabiz.com)
- Why advisers need a 401(k) solution for business owner clients. (thinkadvisor.com)
The biz
- iCapital has no shortage of capital to try and build out its offerings. (riabiz.com)
- Why adviser M&A activity will pick back up again. (riaintel.com)
The profession
- Why now is a great time to be a financial adviser. (wealthmanagement.com)
- Advisers who control their own time feel the most job satisfaction. (kitces.com)
- CFP candidates are becoming more diverse. (thinkadvisor.com)
IRAs
- Some things need to get sorted before 529-Roth conversions happen. (thinkadvisor.com)
- On the declining appeal of inherited IRAs. (papers.ssrn.com)
Advisers
- Successful advisers are genuinely curious about their clients. (advisorperspectives.com)
- How advisers can help point out client blind spots. (humbledollar.com)
- What it's like to work with young, technology workers. (etf.com)
- AI-based tools are coming for the advisory profession. (investmentnews.com)
- Why people don't buy disability insurance. (whitecoatinvestor.com)
