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 SEC’s crackdown on robo-advice.
Quote of the Day
"Things that make no sense happen all the time. Stock market trends aren’t supposed to make sense if you’re judging them based on whatever is going on today. Oftentimes, developments out into the future come along that only make them make sense in hindsight."
(Joshua Brown)
Podcasts
- Daniel Crosby talks with Michael Finke about the science of a happy retirement. (standarddeviationspod.com)
- Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. (kitces.com)
- Matt Reiner talks with Thomas Kopelman about authenticity and social media. (mattreiner.com)
M&A
- Why private equity continues to flood into the RIA space. (riaintel.com)
- Don't hold your breath waiting for RIA IPOs. (citywire.com)
The biz
- Charles Schwab ($SCHW) is compelling workers back into the office. (riabiz.com)
- Why JP Morgan ($JPM) selected Vestwell to serve small 401(k) customers. (riabiz.com)
- Take the gripes you read on Twitter with a grain of salt. (investmentnews.com)
Practice management
- Why now may be a time to raise fees, especially if you have been adding services over time. (wealthmanagement.com)
- Preparing a free financial plan is no guarantee a prospective client will sign up. (kitces.com)
- Why diverse companies are better able to thrive. (advisorperspectives.com)
- Does your firm need a brand makeover? (wealthmanagement.com)
Advisers
- What advisers need to know about the SEC's cryptocurrency crackdown. (riaintel.com)
- Advisers are there to dispel the risks of the 'crisis du jour.' (morganranstrom.substack.com)
- On the complexities of investing for non-immigrant visa holders. (kitces.com)
- A Q&A with Emlen Miles-Mattingly about what the Onyx Advisor Network aims to accomplish. (thinkadvisor.com)
- SVB and First Republic are prime examples of the danger of owning too much company stock. (wsj.com)
- From Vanguard the 2023 version of their How America Saves report. (institutional.vanguard.com)
- Why we should all be investing more in our health: insights from Peter Attia's new book "Outlive." (advisorperspectives.com)
- A summer reading list for financial advisers including "Out of Office: Unlocking the Power and Potential of Hybrid Work" by Charlie Warzel and Anne Helen Petersen. (kitces.com)
