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 flow of capital into the RIA space.
Quote of the Day
"At some point in your future, you’ll probably care a lot more about what money can do for your family versus the dopamine rush you’ll get from material items. So don’t be afraid to spend money today on things and experiences that you’ll take with you forever."
(Michael Batnick)
Charles Schwab
- Charles Schwab ($SCHW) is rebranding TDA's video news efforts. (riabiz.com)
- Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. (investmentnews.com)
Pro bono planning
- Does financial planning have a pro bono problem? (mywealthplanners.com)
- The CFP Board wants to encourage pro bono planning. (investmentnews.com)
Practice management
- How choosing an advisory niche makes for better marketing efforts. (kitces.com)
- The SEC is focusing on RIA marketing. (citywire.com)
- Motivational interviewing is in large part about listening. (kitces.com)
- How to send a follow-up e-mail. (taps.substack.com)
Advisers
- Wade Pfau on why tax planning in retirement is so challenging. (thinkadvisor.com)
- There is no one-size-fits-all for managing a couple's finances. (blog.xyplanningnetwork.com)
- What it takes to set up a Charitable Gift Annuity account. (kitces.com)
- Jumbo mortgage loan borrowers are having a hard time. (wsj.com)
- The latest in financial advisortech including the first standalone AI writing tool for advisers. (kitces.com)
- On the importance of planning for cognitive decline when it comes to our money. (wsj.com)
- How the FIRE movement has evolved. (financial-planning.com)
