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 help clients feel less stuck.
Quote of the Day
“Advisors who can clearly define their processes, remain flexible in their fee structures, and adapt to offer a broader range of services will be better positioned to distinguish themselves from their peers and attract the types of clients they desire.”
(Kevin Lyons)
Podcasts
- Brendan Frazier walks through a four-step process for walking clients through a period of market stress. (podcasts.apple.com)
- Josh Brown talks with Kevin Thompson, 9I Capital Group, about the TikTok trend. (youtube.com)
- Michael Kitces talks with Gideon Drucker, CEO of Drucker Wealth, and author of "How To Avoid H.E.N.R.Y. Syndrome: Financial Strategies To Own Your Future." (kitces.com)
Alternatives
- Morgan Stanley ($MS) is adding more client PE opportunities. (advisorperspectives.com)
- Edward Jones is joining the alternative investment game. (investmentnews.com)
The biz
- Vanguard has a new CFO. (riabiz.com)
- Why Blackrock ($BLK) seems more willing to cannibalize its existing customers. (riabiz.com)
- WeBull ($BULL) is expanding its advisory offerings. (wealthmanagement.com)
Fees
- RIP the 1% AUM fee. (thinkadvisor.com)
- How AI could help bring the costs of servicing clients down. (riabiz.com)
Advisers
- Some CFPs are questioning the $120 price hike. (wealthmanagement.com)
- How to prepare children for an inheritance. (investmentnews.com)
- Social Security has a solvency problem, not a Ponzi scheme problem. (advisorperspectives.com)
- Trust & Will's 2025 Estate Planning Report is out. (trustandwill.com)
- Are you a financial advisor? Then sign up for our weekly advisor-focused newsletter! (newsletter.abnormalreturns.com)
