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 really makes financial advisers happy.
Quote of the Day
"The best retirement plans start with a to-don’t list, which leads to a ventilation of your schedule that will reliably increase your happiness with zero boredom."
(Arthur C. Brooks)
Podcasts
- Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. (wiredplanning.com)
- Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness. (standarddeviationspod.com)
Banks
- The combined UBS-CS will be a money management giant. (barrons.com)
- The FDIC is planning to sell SVB Private separately from the rest of the bank. (reuters.com)
Practice management
- Why scale in the RIA space is increasingly important. (citywire.com)
- Adviser technologies are becoming commoditized. What comes next? (kitces.com)
- RIAs are increasingly pushing back against SEC charges. (citywire.com)
Retirement
- Spending in retirement is a dynamic process. (blogs.cfainstitute.org)
- Retirees have a lot of locked up home equity. (investmentnews.com)
- As people get older, their estimate of Social Security benefits get more accurate. (papers.ssrn.com)
The biz
- Altruist is buying Shareholders Service Group, a brokerage and custodial services platform. (thinkadvisor.com)
- Lisa Shidler, "Farther is hoping the logic of creating a one-umbrella, one-brand RIA with a plethora of choice will draw good advisors and their clients' assets." (riabiz.com)
Advisers
- Santiago Burridge, "You can’t have a relationship with a portfolio or an algorithm." (advisorperspectives.com)
- A talk with James Traylor, president and co-founder of Rivent Partners, about how the firms works with families with disability issues. (investmentnews.com)
- What it's like to make a mid-career shift to financial planning. (marknewfield.substack.com)
- Advisers need to be able to help clients with cash management. (financial-planning.com)
- Adviser outreach should have a specific purpose. (advisorperspectives.com)
- A shocking number of people don't have a will or estate plan. (thinkadvisor.com)
