Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why couples should default to a joint checking account.
Quote of the Day
"Men should absolutely pay as much attention to their image, clothing and presentation as women do. It’s a very critical part of gaining a client’s trust."
(Dara Lamb)
Podcasts
- Christine Benz talks with Michael Kitces about tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era. (morningstar.com)
- Frazer Rice talks with Jane Mintz about dealing with complex behavior issues. (podcasts.apple.com)
Envestnet
- Why does Envestnet ($ENV) want a piece of the custody business? (riabiz.com)
- Envestnet ($ENV) has launched its own ETFs. (fa-mag.com)
CI Financial
- CI Financial ($CIXX) is selling a stake in its U.S. business. (wsj.com)
- How is CI Financial going to spend this new round of capital? (riabiz.com)
Future Proof 2023
- The first 50 speakers have been announced for Future Proof on September 10-13th. (thereformedbroker.com)
- Future Proof 2023 is only 4 months away! (ritholtz.com)
The biz
- Ategenos Capital aims to help foreign financial institutions enter the U.S. advisory space. (investmentnews.com)
- JP Morgan Chase ($JPM) has teamed with Vestwell on its Everyday 401(k) business. (investmentnews.com)
- Why Riskalyze rebranded as Nitrogen. (riabiz.com)
- InvestCloud is facing a shakeup. (investmentnews.com)
Practice management
- How much attention should advisers pay to their wardrobes? (thinkadvisor.com)
- An adviser can't serve clients well if the business isn't serving them. (flowfp.com)
- Factors that are holding back advisory firm growth. (riaintel.com)
Advisers
- How an adviser can work successfully with multiple generations. (thinkadvisor.com)
- Why direct indexing and ESG are a good fit. (financial-planning.com)
- Advisers need to take into account FOMO when building client portfolios. (thinkadvisor.com)
- "What else" is a much better question than "Why". (kitces.com)
- Men and women often view retirement differently. (www-forbes-com.cdn.ampproject.org)
