Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how the fee debate is changing.
Quote of the Day
"Financial compassion has no judgment, no shame, and it asks questions to uncover and unlock culture, values, experiences, and relationships with money. Think, feel, behave. Past, present, future. All that is financial compassion and part of financial psychology."
(Preston Cherry)
Podcasts
- Michael Kitces talks with Lori Van Dusen, who is the CEO of LVW Advisors, about working with UHNW families. (kitces.com)
- Brendan Frazier talks about how to send a great prospect follow-up e-mail. (wiredplanning.com)
- Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth. (humansvsretirement.com)
- Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (flirtingwithmodels.com)
- Belle Osvath talks with Wes Gray of ETF Architect about why RIAs may want to create ETFs. (alphaarchitect.com)
Charles Schwab
- Charles Schwab ($SCHW) is stepping up its securities-based lending business. (riabiz.com)
- The Schwab Charitable donor-advised fund keeps growing. (riaintel.com)
- Charles Schwab ($SCHW) is seeing some attrition during the TDA integration. (thinkadvisor.com)
IRAs
- IRS Notice 2023-54 answers some important questions for inherited IRAs. (kitces.com)
- The basics of Roth IRAs for children and grandchildren. (thinkadvisor.com)
Practice management
- What operational issues are holding back small and mid-sized RIAs? (riaintel.com)
- How to use adviser turnover to build a better, more cohesive practice. (thinkadvisor.com)
Advisor tech
- How advisory firms can use LLMs. (financial-planning.com)
- A review of recent adviso rtech news including the compliance landscape for Twitter alternatives. (kitces.com)
Advisers
- Altruist is putting in place a return to the office plan. (riabiz.com)
- Should your client portfolios be even simpler? (advisorperspectives.com)
- Why advisers should consider launching ETFs. (etfarchitect.com)
- Donor advised funds allow gifts to organizations that advocate for hate. (newrepublic.com)
- A Q&A on the many issues with gray divorce. (thinkadvisor.com)
- A Q&A with Preston Cherry about the difference between behavioral finance and financial psychology. (etftrends.com)
- How much is enough? There are plenty of answers to that. (stevesanduski.com)
