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 new class of wealth management entrants.
Quote of the Day
"In times like these, all you can do is remind people about why we diversify, why we believe in both strategic and tactical asset allocation and why they’re taking risk in the first place."
(Joshua Brown)
Podcasts
- Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. (kitces.com)
- Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. (epsilontheory.com)
Aging
- How financial literacy declines with age. (knowledge.wharton.upenn.edu)
- Why advisers may spot dementia in clients first. (thinkadvisor.com)
- Older Americans are joining in on the sober curious trend. (nextavenue.org)
Advisers
- Clients prefer advisers with a fiduciary duty. (citywire.com)
- Financial capital is only one part of well-being. (timmaurer.com)
- How to better visualize retirement spending. (kitces.com)
- Why summarizing a conversation is so important. (meaningfulmoney.life)
- When does a single-famliy office structure make financial sense? (institutionalinvestor.com)
- What to do if somebody is impersonating you online. (advisorperspectives.com)
- Do women receive worse financial advice? (alphaarchitect.com)
