Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why it is a great time to be a financial adviser.
Quote of the Day
"You want to know what the hard part of personal finance is? Knowing yourself. Managing your behavior."
(Meg Bartlet)
Podcasts
- Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. (standarddeviationspod.com)
- Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. (kitces.com)
- Penn Phillips on four pieces of advice you can ignore this year, or any year. (youtube.com)
- Bruce Kelly and Jeff Benjamin talk all things Betterment with Thomas Moore, director of Betterment for Advisors. (investmentnews.com)
- Jamie Hopkins & Ana Trujillo Limón talk with Jon Dauphine who is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. (carsongroup.com)
The biz
- Charles Schwab ($SCHW) isn't concerned about new RIA custody competitors. (riabiz.com)
- An infusion of new capital will allow Elements to move upmarket. (citywire.com)
- Why Zoe Financial launched its own RIA, Zoe Wealth Platform. (riabiz.com)
- Why the CFP is splitting into two organizations. (thinkadvisor.com)
Practice management
- How Thomas Kopelman used content marketing thoughtfully to build an advisory practice. (kitces.com)
- How to communicate with a client leaving your practice. (spilledcoffee.substack.com)
- The vast majority of advisers now use digital onboarding. (investmentnews.com)
Advisers
- Mitch Anthony, "Every human being has the need to be understood, but not every financial services client feels understood by their advisor." (thinkadvisor.com)
- Managing concentrated positions is an important role advisers can play. (advisorperspectives.com)
- Eight novel ways to bond with your clients. (blogs.cfainstitute.org)
- Why firms need to proactively think about reaching younger generations. (investmentnews.com)
- RMDs are associated with increases in inter-generational transfers. (papers.ssrn.com)
- There's no downside for aging parents to communicating about your financial plans. (bloomberg.com)
