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 ongoing challenge of firm cybersecurity.
Quote of the Day
"There must always be something to look forward to."
(Jared Dillian)
Podcasts
- Michael Kitces talks with Thor McIlrath of McIlrath & Eck about rotating client coverage. (kitces.com)
- Laurence Kotklikoff talks with Wade Pfau about the problem with Monte Carlo analysis. (larrykotlikoff.substack.com)
- Daniel Crosby talks with Nicole Casperson about what it take to build an authentic brand. (standarddeviationspod.com)
Charles Schwab
- Charles Schwab ($SCHW) clients with $1 million in assets now are automatically enrolled in one of its private wealth management programs. (citywire.com)
- Charles Schwab ($SCHW) is rethinking its real estate footprint. (riabiz.com)
- Should advisers care about Schwab's expanded HNW services? (thinkadvisor.com)
The biz
- The DOL's fiduciary rule has thrown a wrench into Edelman Financial Engine's ($EFE) plans. (riabiz.com)
- Pathstone will push $100 billion in AUM after purchasing Veritable LP. (citywire.com)
- Why this advisor chose to custody with Goldman Sachs ($GS). (riabiz.com)
Advisers
- Wade Pfau on the limitations of Monte Carlo simulations. (thinkadvisor.com)
- The SAVE Plan has some fixes for student loan repayment plans. (kitces.com)
- Four ways to feel more fulfilled when providing advice. (financial-planning.com)
- Clients have a tendency to hire the first adviser they meet. (riaintel.com)
- Even small fee increases can make a big difference to advisory firms. (financial-planning.com)
- Social Security rules for divorced couples. (investmentnews.com)
- Six tips for more confident presentation skills. (advisorperspectives.com)
- Think twice, compliance-wise, before jumping onto Threads. (investmentnews.com)
