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 challenges in scaling a small RIA practice.
Quote of the Day
"Chances are, if you are not excited about your financial plan it’s because it’s leading you toward a life you are not excited about."
(Justin Castelli)
Podcasts
- Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. (standarddeviationspod.com)
- Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. (kitces.com)
- Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. (wiredplanning.com)
- Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. (morningstar.com)
The biz
- Charles Schwab ($SCHW) is proclaiming the TDA integration a success. (riabiz.com)
- Joe Duran's Rise Growth Partners will take minority stakes in RIAs and help them become national, scaled platforms. (citywire.com)
- Creative Planning is getting creative to retain former United Capital advisers. (riabiz.com)
RWM
- A lot of changes have happened in ten years at Ritholtz Wealth Management. (thereformedbroker.com)
- Ten years of helping run a successful and fast-growing RIA. (theirrelevantinvestor.com)
Taxes
- Why clients need to start planning now for the coming dip in the estate tax exemption. (thinkadvisor.com)
- The IRS is hitting pause on new ERC applications. (wsj.com)
Advisers
- How to speak to clients in a way that they understand. (smokestack.beehiiv.com)
- The first rule of financial advice is 'do no harm.' (awealthofcommonsense.com)
- Advisers now have a turnkey testimonial platform. (riaintel.com)
- Selling a service, like financial planning, is different than selling a product. (kitces.com)
- The structured note business is growing rapidly. (riaintel.com)
- How to think about the math of entering a continuing care retirement community or CCRC. (financial-planning.com)
- A profile of Dan Otter, founder of education and advocacy site 403bwise. (investmentnews.com)
- Part one of a series on how to pass the CFP exam. (alphaarchitect.com)
