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 upside of rotating client coverage.
Quote of the Day
"In financial advising, numbers intertwine with human emotions. AI, while powerful, lacks the authenticity of human connection."
(Brian Portnoy)
Podcasts
- Stephen Clapham talks with Beth Lilly about value investing and managing a family office. (behindthebalancesheet.com)
- Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior. (wiredplanning.com)
- Jonathan Hollow talks with Brian Portnoy about pursuing a meaningful life. (podcasts.apple.com)
Q&As
- A Q&A with Larry Swedroe about valuations and private credit. (thinkadvisor.com)
- A Q&A with Rob Meyerson, founder and principal of Heirloom, about naming your firm. (thinkadvisor.com)
Charles Schwab
- Charles Schwab ($SCHW) and TDA continues to grow RIA assets. (riabiz.com)
- Charles Schwab ($SCHW) is seeing the benefit of consolidating TDA. (riabiz.com)
- Why you shouldn't discount Schwab's increased efforts in the HNW space. (advisorperspectives.com)
The biz
- Why publicly traded RIAs are still few and far between. (investmentnews.com)
- The 2023 Charles Schwab RIA Benchmarking Study are out. (content.schwab.com)
Family offices
- Alternative managers, like Apollo ($APO), are focusing more on the family office market. (finance.yahoo.com)
- Family offices are vacuuming up talent. (washingtonpost.com)
Advisers
- Financial planning is a very specific field. Most people in finance are not doing it. (marknewfield.substack.com)
- Why open communication is vital when it comes to inheritance dynamics. (investmentnews.com)
- Savvy Wealth is leaning into AI-driven tools. (riaintel.com)
- Everyone seems to agree that state auto-IRA programs are a good idea. (investmentnews.com)
