Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at advisers warming to crypto.
Quote of the Day
"What bothers Armbruster and me is the idea of paying custodial costs by moving money to investment options that advisers might not otherwise favor."
(Jason Zweig)
Podcasts
- The 22 financial adviser podcasts to listen to in 2025. (kitces.com)
- Brendan Frazier talks using behavioral finance with Dan Egan, Betterment’s Director of Behavioral Science. (podcasts.apple.com)
- Dan Haylett talks with Susan Latremoille author of "The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management." (humansvsretirement.com)
- Peter Lazaroff talks with Adam Cmejla about the evolution of direct indexing. (peterlazaroff.com)
The biz
- Charles Schwab ($SCHW) wants your high net worth clients for itself. (riabiz.com)
- Fidelity gets called out for strong-arming an adviser to generate more fees. (wsj.com)
- Vanguard is having to pony up for target date retirement fund debacle. (citywire.com)
- Post-UBS, Wealthfront is thriving. (riabiz.com)
M&A
- Wealth management M&A keeps rolling on. (citywire.com)
- Putting some numbers on the coming wave of adviser retirement. (investmentnews.com)
Practice management
- RIAs can, and should, segment their clients. (riabiz.com)
- Five ways to boost your business in 2025 including 'Proactive communication.' (morningstar.com)
- Not every firm partner agrees on how hard to push for growth. (riabiz.com)
