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 we fight about when we fight about money.
Quote of the Day
"The explosion in tech has invaded every area of our lives, financial advice included...Software is indeed eating the world."
(Michael Batnick)
Podcasts
- Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. (standarddeviationspod.com)
- Brendan Frazier on getting clients to actually implement your advice. (podcasts.apple.com)
The biz
- Software is eating financial advice. (theirrelevantinvestor.com)
- The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. (kitces.com)
- Vanguard is ending its INVEST partnership with American Express ($AXP). (riabiz.com)
Content
- Josh Brown's The Reformed Broker is ending its run. (thereformedbroker.com)
- How financial advisers can publish their own book. (kitces.com)
Demand
- Despite better DIY tools, more investors are turning to advisers. (riabiz.com)
- Demand for financial advice is only increasing. (investmentnews.com)
Diversity
- Why more needs to be done to support female advisers. (investmentnews.com)
- Everyone seemingly agrees that wealth management needs more women. (citywire.com)
Profiles
- A profile of Rubin Miller, founder of Peltoma Capital Partners. (riaintel.com)
- On building a practice built on shared 'values and passions.' (investmentnews.com)
Practice management
- How to best structure adviser compensation for where your firm is. (citywire.com)
- Why a sales mindset can be antithetical to a fiduciary practice. (marknewfield.substack.com)
Advisers
- The plan for Joe Duran's Rise Growth Partners is coming into focus. (riabiz.com)
- More billionaires means more billionaires by way of inheritance. (institutionalinvestor.com)
- Why RIAs need to be more mindful of off-platform communications. (citywire.com)
- How many more years do you have to live (on average)? (visualcapitalist.com)
- How donor-advised funds can be abused. (popular.info)