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 pros and cons of RIA growth.
Quote of the Day
“A frank way to put this is that, if we live long enough and are fortunate enough to not experience a fatal accident or disease at a younger age, we’re all going to become more vulnerable later in life.”
(Mitch Mitchell)
Podcasts
- Michael Kitces talks operational efficiency with Charesse Spiller who is Founder and Principal Consultant for Level Best. (kitces.com)
- Daniel Crosby talks kids and money with Mac Gardner, Founder and Chief Education Officer for FinLit Tech. (podcasts.apple.com)
IRAs
- The traditional IRA is less attractive than it used to be. (investmentnews.com)
- Annuities are coming to a 401(k) plan near you. (wsj.com)
The biz
- The challenges of growth: why RIA M&A is likely to continue. (investmentnews.com)
- Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. (riabiz.com)
Practice management
- There is a difference between a referral and an introduction. (kitces.com)
- Every advisory practice goes through different phases. (thisisthetop.substack.com)
Advisers
- How should advisers dress in the new economy? (kitces.com)
- What financial advisers want from their asset managers. (riaintel.com)
- How the 'curse of mastery' could be losing you clients. (advisorperspectives.com)
- Some real-world insights from “More Than Money: Real-Life Stories of Financial Planning.” (thinkadvisor.com)
- Why personal financial literacy is unique - everyone needs it. (humbledollar.com)
