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 coming estate planning cliff.
Quote of the Day
"Be generous in sharing your expertise. You’ll be rewarded. Even if you aren’t, you will be sharing valuable information to benefit others."
(Dan Solin)
Podcasts
- Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. (peterlazaroff.com)
- Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. (standarddeviationspod.com)
- Justin Carbonneau and Matt Zeigler talk with Northern Trust's Peter Mladina about framing competing purposes in financial planning. (youtube.com)
The biz
- JP Morgan Chase ($JPM) is building a unit focused on the world's wealthiest families. (thinkadvisor.com)
- Fidelity Institutional’s alternative investments platform continues to garner assets. (investmentnews.com)
- How is Schwab's ($SCHW) TDA transition going? (riabiz.com)
- Where family offices are lagging in their service model. (institutionalinvestor.com)
Practice management
- Mistakes advisers make when hiring next generation advisers. (wealthmanagement.com)
- As advisory firms grow they need to have access to trust services. (citywire.com)
- How one adviser built a niche practice focused on nuclear power workers. (kitces.com)
Advisers
- What's the difference between word-of-mouth and referrals? (kaleidocreative.com)
- Do clients really want personalized portfolios? (wealthmanagement.com)
- Three techniques to get retirees to spend more money. (thinkadvisor.com)
- Individual investor may soon be able to take a test for accredited status. (investmentnews.com)
- Be generous in sharing your expertise. (advisorperspectives.com)
- The case for semi-retirement. (msn.com)
