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 growing cost and complexity of compliance.
Quote of the Day
"Nobody chooses an advisor or a firm on that basis [of technology]."
(Joshua Brown)
Podcasts
- Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. (kitces.com)
- Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." (wiredplanning.com)
- Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. (rationalreminder.libsyn.com)
Austin, TX
- RWM is coming to Austin, TX! (ritholtz.com)
- Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th. (thereformedbroker.com)
2025
- If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (thinkadvisor.com)
- Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (riabiz.com)
JP Morgan Chase
- Where First Republic Bank advisers have fled. (forbes.com)
- How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business. (financial-planning.com)
- JP Morgan Chase ($JPM) is dipping its toe in the AI waters with 'IndexGPT.' (cnbc.com)
The biz
- Advisers were leaving banks even before the recent turmoil. (ft.com)
- Goldman Sachs Advisor Solutions is on a bit of a roll. (citywire.com)
- Why you should expect more, different kinds of RIA mergers. (citywire.com)
Technology
- What the first wave of robo-advisors got wrong. (thereformedbroker.com)
- You can start to see how AI could be used by financial advisers. (advisorperspectives.com)
Advisers
- Clients don't walk in the door because everything is hunky dory. (investmentnews.com)
- How to better screen for potential clients. (kitces.com)
- Affluent investors are now more worried about the banking system. (riaintel.com)
- Internship programs are a win-win-win for all stakeholders. (kitces.com)
- Social Security retirement ages are always a political decision. (advisorperspectives.com)
