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 do more pro bono planning.
Quote of the Day
"I believe the best firms aren’t just focused on portfolios. They’re focused on people. They operate with clarity, empathy, and accountability. And they change lives—not just spreadsheets."
(Jud Mackrill)
Podcasts
- Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." (paulkrugman.substack.com)
- Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. (podcasts.apple.com)
Charles Schwab
- Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. (thinkadvisor.com)
- Charles Schwab ($SCHW) is willing to step on some toes to take RIA mindshare. (riabiz.com)
The biz
- Public.com is pushing into direct indexing. (investmentnews.com)
- Fidelity and Schwab will now allow employers to help with student loan payments. (riabiz.com)
Advisers
- Three points in time when planners can make a real difference in clients' lives. (citywire.com)
- How to learn about financial planning on the cheap. (kitces.com)
- As your RIA evolves, so must your hiring strategy. (wealthmanagement.com)
- What you need to know about notetaking AI. (investmentnews.com)
- Financial planning is all about building resilience. (tim.signaturefd.com)
- Spending falls in retirement, but satisfaction does not. (thinkadvisor.com)
- Americans don't save enough money. (advisorperspectives.com)
