Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at some tips on passing the CFP exam.
Quote of the Day
"It [Future Proof] was by far the most diverse group of people I’ve ever seen gathered to discuss the future of wealth—not to mention the staggering number of women in attendance."
(Kristen Oliveri)
Podcasts
- Michael Kitces talks with Jessica Polito of Turkey Hill Management about helping RIAs owners through the M&A process. (kitces.com)
- Frazer Rice talks with Doug White about when philanthropic plans go awry. (podcasts.apple.com)
Future Proof
- A recap of Future Proof 2023 and what it is to come. (riabiz.com)
- Future Proof shouldn't work, but it does. (thereformedbroker.com)
Startups
- Allocate raised a new round of capital to help bring VC investments to advisory clients. (riaintel.com)
- Startup Alix is trying to streamline the estate administration process. (forbes.com)
XYPN
- XY Planning Network is considering the launch of a corporate RIA. (thinkadvisor.com)
- XYPN is winding down its tax services. (thinkadvisor.com)
The biz
- How Creative Planning is handling the United Capital acquisition. (riabiz.com)
- RIAs have been slow to run testimonial marketing. (investmentnews.com)
- Dynasty Financial Partners is building out its executive team. (riabiz.com)
Advisers
- Being a fiduciary is no longer a differentiator. (thinkadvisor.com)
- How to know when you need to hire support staff. (kitces.com)
- Five tips on how to hire better, including 'pay fair wages.' (thinkadvisor.com)
- Modeling inflation, over thirty years, is no easy thing. (kitces.com)
- How to coach clients through choice overload. (morningstar.com)
- QCDs are still underutilized. (wsj.com)