Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at ways to better identify elder financial abuse.
Quote of the Day
"If you help a client not only in a technical manner with your investing recommendations but also touch them in a human-centric manner, they’ll walk out the door and give you referrals. You won’t have to ask."
(Preston Cherry)
Fintech
- Why fintech startups need advisers onboard to help them sell to wealth management firms. (matts-newsletter-7a3f46.beehiiv.com)
- A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. (kitces.com)
Estate planning
- Four things to consider in anticipation of 2026. (financial-planning.com)
- Wealth.com's Ester will help you read estate planning documents. (wealthmanagement.com)
- Leaving a vacation home to heirs is challenging. (investmentnews.com)
Retirement
- It's inevitable we will see more older workers. (klementoninvesting.substack.com)
- The reasons why people un-retire. (investmentnews.com)
The biz
- Why RIA buyers walk away from a deal. (riaintel.com)
- How iCapital is spending its capital - launching iCapital Marketplace. (riabiz.com)
- Why advisers need to step up their recruitment game. (investmentnews.com)
Advisers
- Who do investors trust with financial advice? Thankfully advisers lead the list. (riaintel.com)
- Why you should flip your plan presentation meetings on their head. (kitces.com)
- How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. (riabiz.com)
- A Q&A with Preston Cherry about using financial psychology. (thinkadvisor.com)
- Five ways to listen better. (thinkadvisor.com)
