Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what you need to know about note keeping AI.
Quote of the Day
"All advisors — like any business — have conflicts of interest. The critical thing to understand is how they manage those conflicts to the best interest of the client, rather than the firm. That is the fiduciary responsibility."
(Rubin Miller)
Podcasts
- Wes Gray of Alpha Architect, Sri Narayan of Cache Financial, and guest host Dave Nadig talk about exchange funds and Section 351 conversions. (youtube.com)
- Nick VanDerSchie talks with Joanna McGinley about the growing convergence between public and private markets. (morningstar.com)
- AJ Ayers talks with Peter Lazaroff and Rubin Miller about cash management strategies, investment philosophies, and calling BS on industry trends. (sites.libsyn.com)
The biz
- How JP Morgan Chase ($JPM) is going after the UHNW crowd. (cnbc.com)
- Envestnet is not getting into the custody business. (riabiz.com)
Retirement planning
- How to help clients find purpose in retirement. (kitces.com)
- Why the 4% rule still garners so much attention. (marketwatch.com)
Advisers
- AI is coming for financial advice. (advisorperspectives.com)
- Why people change advisers. (kitces.com)
- How to handle adviser retirements. (advisorperspectives.com)
- Important financial decisions require judgment. (obliviousinvestor.com)
- Can you answer these six questions a client could ask about your practice? (fortunesandfrictions.com)
- Are you an advisor looking for unique insights? Then sign up for our weekly adviser-focused newsletter. (newsletter.abnormalreturns.com)
