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 continued growth in family offices.
Quote of the Day
"Your plan should be built to optimize your authentic life, not a spreadsheet."
(Justin Castelli)
Podcasts
- Jason Wenk and Dasarte Yarnway spoke with Justin Castelli of RLS Wealth about finding freedom, independence and growth. (altruist.com)
- Daniel Crosby talks with Neil Bage who is the co-founder of Shaping Wealth about adviser self-care. (standarddeviationspod.com)
- Meb Faber talks with JD Gardner who is the CIO & Founder of Aptus Capital Advisors. (mebfaber.com)
- Brett McKay talks with Hal Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." (artofmanliness.com)
The biz
- RIA M&A continues to tick lower. (riaintel.com)
- Creative Planning has inked a custody deal with Goldman Sachs ($GS). (riabiz.com)
- Savvy Wealth is pushing hard on the AI front. (investmentnews.com)
Portfolio management
- How to evaluate a client's investment portfolio. (flowfp.com)
- TIPS ladders haven't looked this good in a long time. (thinkadvisor.com)
- More guaranteed income makes possible higher equity allocations possible. (morningstar.com)
- QLACs are coming to the 401(k) plan. (wsj.com)
Fraud
- Sadly, family members engage in a lot of elder financial exploitation. (theatlantic.com)
- 2022 saw a jump in investment fraud. (riaintel.com)
Retirement
- A certain portion of the population never wants to retire. (financial-planning.com)
- Why some people feel the need to take Social Security early. (marketwatch.com)
Advisers
- How much attention should financial planners pay to academic research? (kitces.com)
- How pro bono planning can change your life as an adviser. (financial-planning.com)
- How younger advisers can better connect with young clients. (thinkadvisor.com)
- Curiosity is a key attribute for advisers. (advisorperspectives.com)
- Five ways to be more persuasive including 'the power of follow-up questions.' (bakadesuyo.com)
- Gen X right now is the sandwich generation. (investmentnews.com)
- How family estrangement affects estate planning. (financial-planning.com)
