Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at common mistakes people make with their wills.
Quote of the Day
"In times of volatility, a true financial guide is honest about a person's financial future and shows compassion to those who have trusted them to lead them through the good weather and the bad. The best way to do that is to ask good questions and give them a space that is judgment-free to respond."
(Carl Richards)
Podcasts
- Christine Benz and Jeff Ptak talk with Derek Tharp about retirement-spending strategies, sequence risk, and portfolio construction. (morningstar.com)
- Daniel Crosby talks with Rachel J. Robasciotti is the Founder and CEO of Adasina Social Capital. (standarddeviationspod.com)
- Michael Kitces talks with Danqin Fang who is a Lead Advisor for Austin Asset, an independent RIA. (kitces.com)
- Matt Halloran talks with Daniel Crosby about becoming more influential. (proudmouth.com)
The biz
- It's hard to overstate how big a deal the TDA to Schwab ($SCHW) transition is. (investmentnews.com)
- The late Thomas H. Lee had a prominent role in the history of the RIA business. (riabiz.com)
- Goldman Sachs ($GS) is offering wealth management clients access to Stripe shares. (finance.yahoo.com)
Family
- The more multi-generational meetings, the better. (ft.com)
- What advisors need to know about collaborative divorce. (thinkadvisor.com)
- Caring for a parent can drive tensions between adult siblings. (wsj.com)
Advisers
- What it takes to build an advisory firm from scratch. (thereformedbroker.com)
- Some common mistakes when putting together your ADV. (kitces.com)
- Clients, and potential clients, are awash in bad financial information on social media. (investmentnews.com)
- Why one firm adopted and then abandoned surge meetings. (kitces.com)
- What does 'financial wellness' look like in practice? (advisorperspectives.com)
- The demand for advisers seems to be recession-resistant. (investmentnews.com)
- Are wash-sale rules out of date? (thinkadvisor.com)
