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 good, bad, and ugly of being a financial adviser.
online pharmacy buy fildena no insurance with best prices today in the USA
Quote of the Day
"AI will likely be able to help with most of the technical financial variables going forward. But there is a huge difference between textbook or spreadsheet knowledge and the management of client relationships."
(Ben Carlson)
Podcasts
- Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. (morningstar.com)
- Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money." (allaboutyourbenjamins.com)
- Brendan Frazier talks with Warren Berger about asking better (client) questions. (wiredplanning.com)
The biz
- Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms. (riabiz.com)
- Envestnet ($ENV) is adding Lauren Taylor Wolfe and Wendy Lane to the board to avoid a proxy fight. (investmentnews.com)
- Charles Schwab ($SCHW) made the same portfolio mistake as SVB. (riabiz.com)
- First Citizens is acquiring SVB's wealth management unit. (investmentnews.com)
Practice management
- The SEC has been tightening up on the grace period it allows new RIAs before examining them. (investmentnews.com)
- Altruist is working hard to streamline adviser work flow. (riabiz.com)
- How advisers can demonstrate social proof on their websites. (advisorperspectives.com)
Retirement
- How longevity risk makes decumulation decisions more difficult. (advisorperspectives.com)
- How “naturally occurring retirement communities” affect longevity. (thinkadvisor.com)
- An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success." (advisorperspectives.com)
Advisers
- Why advisers need to look beyond AUM to assess their business. (citywire.com)
- The RIA industry is becoming increasingly bifurcated. (riaintel.com)
- Who is the ideal candidate for direct indexing? (morningstar.com)
- Don't dismiss the benefits of the 0% capital gains rate. (wsj.com)
- Somebody just paid a really big estate tax bill. (qz.com)
