Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at whether you are targeting a sustainable market niche.
Quote of the Day
"In short, fixing Social Security sooner rather than later would restore confidence in the nation’s major retirement program, give people time to adjust to needed changes, retain a number of options that are fast disappearing, and distribute the burden more equitably across cohorts."
(Alicia H. Munnell)
Podcasts
- Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. (humansvsretirement.com)
- Bogumil Baranowski talks with Brian Portnoy of Shaping Wealth about the search for funded contentment. (open.spotify.com)
Charles Schwab
- Charles Schwab ($SCHW) will rely on iCapital to power its push into alternatives. (riabiz.com)
- Charles Schwab ($SCHW) is focused on its biggest RIA clients. (riabiz.com)
The biz
- Former First Republic customers are not happy with JP Morgan Chase ($JPM). (wsj.com)
- McKinsey & Co. has hired former Orion CEO Eric Clarke as a senior advisor. (riabiz.com)
Retirement
- The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. (nytimes.com)
- How estate planning for blended families can go wrong. (wsj.com)
- Partial retirees have a higher propensity to spend. (thinkadvisor.com)
Advisers
- How advisers can deal with 'capacity crossroads.' (kitces.com)
- The 100,000th person has gotten their CFP designation. (citywire.com)
- Why breakaway advisors decided to go independent. (investmentnews.com)
- Why organic asset growth is hard to find. (citywire.com)
- Real estate issues aside, interval funds continue to take in assets. (riaintel.com)
- A Q&A with Meir Statman author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (thinkadvisor.com)
