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 growing importance of scale in the wealth management business.
Quote of the Day
"Part of the job of being a financial advisor — or a pundit — is to push back against the hyperbole cycles that often dominate our inboxes and news feeds."
(Dave Nadig)
Podcasts
- Rick Ferri talks investor behavior with Daniel Crosby. (bogleheads.podbean.com)
- Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. (allaboutyourbenjamins.com)
- Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing. (youtube.com)
Practice management
- What advisers need to do to prepare for the transition from TDA to Schwab. (thinkadvisor.com)
- How one RIA successfully transitioned to an employee-owned model. (fa-mag.com)
- Why advisers shouldn't be shy about putting their fees on their websites. (kitces.com)
Retirees
- Even retirees need to have a rainy day fund. (investmentnews.com)
- How Harold Evensky explains a bucket approach to retirement investing. (thinkadvisor.com)
- Some clarity on when new 72 year olds need to begin RMDs. (thinkadvisor.com)
SVB
- In order to capture FDIC insurance, cash sweep programs are booming. (riabiz.com)
- SVB advisers are in limbo for now. (citywire.com)
Advisers
- What to think about when doing advisory firm branding. (advisorhub.com)
- Why couples need to select an adviser that both parties like and respect. (investmentnews.com)
- The pros and cons of instant issue life insurance. (kitces.com)
- The nature of financial planning is change, both good and bad. (marknewfield.substack.com)
- A Q&A with Donna Rasile, Senior VP and Investment Advisor at FinTrust Capital Advisors, about her path through the industry. (wisdomtree.com)
- The good, bad and ugly of being a financial adviser. (blairbellecurve.com)
