Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why a RIA would launch an ETF.
Quote of the Day
"Portfolio withdrawal strategies are a planning process not a planning event because few variables are static in this equation."
(Ben Carlson)
Podcasts
- Michael Batnick talks with Ian Wenik of CityWire RIA about the state of the industry. (youtube.com)
- Brendan Frazier talks with Megan McCoy about her breakthrough research on the power of between-meeting communication. (podcasts.apple.com)
- Ben Carlson talks the 4% rule with Bill Bengen author of the new book "A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More." (youtube.com)
- Jess Bost and Mark Newfield talk with Mary Kate Gulick about RIA marketing. (podcasts.apple.com)
- Rusty Vanneman talks with Phil Pearlman of the Pearl Institute about 'stacking priorities'. (podcasts.apple.com)
Advisers
- Wealthbox has more capital to grow share. (riabiz.com)
- On the compliance risks of using AI. (kitces.com)
- Stop complaining you aren't getting speaking slots at adviser conferences. (linkedin.com)
- How risk tolerance questionnaires can be useful. (kitces.com)
- Thinking about starting your own wealth management firm? What you need to know. (investopedia.com)
- Retirement withdrawal strategies need to be flexible. (awealthofcommonsense.com)
- Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com)
