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 difference between tax planning and tax advice.
Quote of the Day
"High net worth investors, the bread and butter of the wealth channel, only have 2% of their portfolios on average in alternative investments. Blue oceans as far as the eye can see. The supply is there, I’m very curious to see if demand matches it."
(Michael Batnick)
Podcasts
- Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com)
- Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com)
- Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. (podcasts.apple.com)
- Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther. (podcasts.apple.com)
- Dan Haylett talks annuities with Prof. Jeffrey Brown. (humansvsretirement.com)
- Jordan Harbinger talks with Atossa Araxia Abrahamian author of "The Hidden Globe: How Wealth Hacks the World." (jordanharbinger.com)
The biz
- Why Wealthfront filed for an IPO now. (riabiz.com)
- Why Vanguard is creating two separate investment management organizations. (citywire.com)
- Aaron Klein is launching a new company, Contio. (riabiz.com)
Advisers
- How firms are using internship programs to build talent in-house. (wealthmanagement.com)
- Push vs. pull: who really wants alternatives in individual investor portfolios? (theirrelevantinvestor.com)
- 11 reasons why people hire advisers. (kitces.com)
- Some straightforward tools to protect elderly clients. (advisorperspectives.com)
- How 'Coast FIRE' works in practice. (kitces.com)
- Why this adviser doesn't offer hourly planning. (bestinterest.blog)
- Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com)
- A list of behavioral biases doesn't help anyone. (behaviouralinvestment.com)
- How to listen for what is below the surface. (meaningfulmoney.life)







