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 SEC’s examination priorities for 2024.
Quote of the Day
"Nobody, not one time, has watched our videos or read our blogs and handed over their life savings. It doesn’t work that way. We have to demonstrate competence, empathy, and most importantly, expertise."
(Michael Batnick)
Podcasts
- Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. (wiredplanning.com)
- Thomas Kopelman talks donor advised funds with Adam Nash of Daffy. (podcasts.apple.com)
- Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. (kitces.com)
AI
- How recommendation engines could work in wealth management. (riaintel.com)
- How AI will play a role in the provision of financial advice. (wsj.com)
Family
- Communication is important for every family, but especially for the wealthy. (thinkadvisor.com)
- Blended families don't plan their money lives in advance. (marketwatch.com)
- Aging at different rates can put a strain on a relationship. (nextavenue.org)
Advisers
- Comprehensive financial planning takes more time and effort. (kitces.com)
- Why formal retirement plans provide clients with additional confidence. (thinkadvisor.com)
- 7 things that clients hate that financial advisers do. (morningstar.com)
- How working with UNHW clients is different. (thinkadvisor.com)
- Not every adviser has bought into the ETF revolution. (etf.com)
- Advisers are fiduciaries, but what does that look like in the eyes of the SEC? (kitces.com)
- Miami is becoming a wealth management hub for Latin America. (fa-mag.com)
