Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at growing use of direct indexing solutions.
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Quote of the Day
"Just because there are new emerging technologies coming, that doesn’t mean they will work in a wealth management or RIA context. Just because something is cutting edge, that doesn’t guarantee its safety or reliability."
(Joshua Brown)
Podcast
- Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. (wiredplanning.com)
- Ren Makino and Yanley Espinal talk philanthropy with Greg Ratliff, Vice President at Rockefeller Philanthropy Advisors. (docs.google.com)
The Smoke Show
- Why advisers need to keep up on changes in the technology space. (thereformedbroker.com)
- You can sign up for the Episode 2 of the Smoke Show featuring Flourish Cash here. (events.zoom.us)
The biz
- Return to the office is still controversial. (riabiz.com)
- Vanguard Personal Advisor Services is big, really big. (riabiz.com)
Practice management
- How to build your site to optimize conversions. (kitces.com)
- 5 legal steps in an RIA sale or merger. (kitces.com)
Advisers
- The upside of the Dave Ramsey controversy. (thinkadvisor.com)
- The case for managing income more closely in retirement. (advisorperspectives.com)
- Why financial advisers should have their own financial houses in order. (rogersplanning.blogspot.com)
- What we fight about when we fight about money. (wsj.com)
- Some money discussions to have at the holidays. (thinkadvisor.com)
