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 men and women view retirement differently.
Quote of the Day
"The belief that complex things are more valuable than simple ones can be influenced by various factors, including societal norms, personal biases, and the perception of effort or expertise required to create or understand complex things."
(Dan Solin)
Podcasts
- Daniel Crosby talks with Heather Fortner, CEO of SignatureFD. (standarddeviationspod.com)
- Greg Bartalos talks with Barry Ritholtz about how to create content worth the effort. (barrons.com)
- Dan Haylett talks with Brian Portnoy about contentment in retirement. (open.spotify.com)
Austin, Texas
AI
- How financial advisers can leverage ChatGPT. (kitces.com)
- How will AIs that dispense financial advice be regulated? (iai.tv)
- What Morningstar ($MORN) has built in AI. (riaintel.com)
CI Wealth
- The stock market did not react well to CI Financial's financial engineering. (riabiz.com)
- Why Bain Capital invested in CI Private Wealth. (citywire.com)
Estate planning
- Can new estate planning platforms put the adviser at the center of the process? (wealthmanagement.com)
- Carson Group and Trust & Will announced a new partnership (thinkadvisor.com)
Direct indexing
- For what clients is direct indexing appropriate? (advisorperspectives.com)
- Direct indexing involves two parts: index construction and portfolio management. (wealthmanagement.com)
Going solo
- Three questions to ask before launching a new advisory practice. (blog.xyplanningnetwork.com)
- Brad Wales on how much does it cost to start a RIA practice? (transitiontoria.com)
Practice management
- Talent retention is the key for advisory firms. (wealthmanagement.com)
- Growing an advisory firm is hard, so is shrinking one. (kitces.com)
- Compliance costs are only going to grow, whether internal or outsourced. (investmentnews.com)
Advisers
- Charles Schwab ($SCHW) wants to up its UNHW game. (riabiz.com)
- Firms need to proactive when it comes to identifying clients who are no longer a fit. (investmentnews.com)
- Why people are consistently attracted to complexity. (advisorperspectives.com)
- On the downside of being a bank-based adviser. (riaintel.com)
- What financial advisers need to know about clean energy home tax credits. (investmentnews.com)
- Why auto-portability of 401(k) accounts will help financial outcomes. (financial-planning.com)
