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 challenges of succession planning.
Quote of the Day
”One of my favorite ideas is that my job as a financial planner is “to be there when you need us.”
(Meg Bartelt)
Trends
- A record number of Americans are set to turn 65 in 2025. (wsj.com)
- Baby Boomers aren't any stingier with their wealth than other generations. (slate.com)
- Wealth matters when it comes to longevity. (wsj.com)
Advisers
- The wealth management rush into private credit and private equity is on fast forward. (downtownjoshbrown.com)
- Five big compliance trends in 2024 including fines for off-channel communications. (financial-planning.com)
- How to use tech to scale your practice and become 'more human.' (kitces.com)
- Why RIAs need to embrace the trust business. (thinkadvisor.com)
- How advisers are lowering their taxes on the sale of their businesses. (citywire.com)
- Why you should seek feedback from your clients. (flowfp.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
