Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what to do if a prospect ghosts you.
Quote of the Day
"Always call your clients before they call you."
(Eric Soda)
Podcasts
- Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. (wiredplanning.com)
- Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. (standarddeviationspod.com)
M&A
- Are smaller RIAs at risk because of national, full-service firms? (citywire.com)
- RIA M&A volume has picked up of late. (riaintel.com)
- How many United Capital advisers will remain at Creative Planning when all is said and done? (riabiz.com)
Compliance
- Compliance is one of the biggest concerns of advisers. (thinkadvisor.com)
- AI tools are coming for the compliance function. (investmentnews.com)
Advisers
- How a financial planner is like a general practitioner. (flowfp.com)
- Tony Isola, "Withdrawal rates are more than numbers on a spreadsheet." (tonyisola.com)
- How much is direct indexing growing? (riabiz.com)
- The latest in advisortech including YChart's new proposal generation tool. (kitces.com)
- Why people don't move to lower cost-of-living areas. (advisorperspectives.com)
- Five common Medicare coverage mistakes. (wsj.com)
