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 to seek feedback from their clients.
Quote of the Day
"Moving into a high-rate for longer environment will reveal where all the bodies are buried in financial markets."
(Allison Schrager)
Advisers
- There is no shortage of movement among RIA C-suites. (riabiz.com)
- The case for delaying Social Security claiming. (thinkadvisor.com)
- A Q&A with Preston D. Cherry author of “Wealth in the Key of Life.” (thinkadvisor.com)
- How advisers can facilitate money discussions with clients before they get married. (thinkadvisor.com)
- Rising insurance costs are complicating the move for the wealthy to Florida and the like. (fa-mag.com)
- The latest in financial advisortech news including Orion acquiring Summit Wealth. (kitces.com)
- A list of companies in the wealthtech and tax space. (news.crunchbase.com)
