Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how the ‘curse of mastery’ may be holding you back.
Quote of the Day
"You build confidence and agency by accomplishing things often enough that it changes how you see yourself. Start small and achieve goals until you start to see yourself as “the kind of person who achieves their goals.”
(Eric Barker)
Podcasts
- Daniel Crosby talks ETFs and more with Dave Nadig of VettaFi. (standarddeviationspod.com)
- Andrew Hatherley talks gray divorce with Liz Merrill. (transcendretirement.net)
The biz
- Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. (financialadvisoriq.com)
- Three United Capital alumni have launched Modern Wealth Management. (riabiz.com)
- First Republic ($FRC) has seen a wealth management staff exodus. (financial-planning.com)
Practice managment
- There is a big difference between being a good adviser and managing a RIA. (thinkadvisor.com)
- There is a spectrum of client engagement. What tools can you use to help clients along the way. (kitces.com)
- Lumiant has purchased Genivity which bills itself as a 'health analysis and longevity optimizer.' (citywire.com)
Advisers
- Planning career shifts is a great service advisers can provide. (marknewfield.substack.com)
- Why convincing a client to sell a concentrated position can get you fired. (meredithwealth.com)
- How AI is going to change the job of advisers. (investmentnews.com)
- Why it can be difficult to offload 'non-ideal' clients. (riaintel.com)
- Austin, TX is a rapidly growing market for wealth management. (barrons.com)
- 529 plan funds could be used to pay for CFP educational courses. (investmentnews.com)
