Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how family crises can prompt movement on financial matters.
Quote of the Day
"Yes there are cycles, no they don’t have to obey any sort of rules of perceptible time and space."
(Joshua Brown)
Podcasts
- Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing. (frazerrice.com)
- Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. (podcasts.apple.com)
- Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. (youtube.com)
The biz
- Schwab Advisor Solutions will look to boost revenue, just not through custody fees. (riabiz.com)
- XYPN Planning Network has launched a new registered investment advisor corporate affiliation model, Sapphire. (thinkadvisor.com)
Advvvisortech
- Vanilla just raised a new round of capital. (citywire.com)
- Betterment is kicking a direct crypto allocation to the curb. (riabiz.com)
- Daffy will now allow for the donation of private stock. (venturebeat.com)
Practice management
- How focusing on a niche can help in business development. (kitces.com)
- On the difference between equity and 'synthetic equity.' (fa-mag.com)
- Why so many advisers seek out a partner when launching a practice. (kitces.com)
Advisers
- The crossover point between HNW and UNHW keeps going up. (ft.com)
- Communication is key when it comes to families. (thinkadvisor.com)
- Can a sub-scale RIA be a true fiduciary? (citywire.com)
- A Q&A with Daniel Crosby author of “The Soul of Wealth: 50 Reflections on Money and Meaning.” (thinkadvisor.com)
- More home equity means more opportunity to use reverse mortgages. (investmentnews.com)
- The changes coming to Medicare. (wsj.com)
