Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at when delaying Social Security is not the right move.
Quote of the Day
"When it comes to succession planning, I believe it’s never too early to start."
(Garrett Taylor)
Podcasts
- Michael Batnick talks with Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab. (youtube.com)
- Thomas Kopelman talks with Zach Ashburn about transitioning from corporate life to entrepreneurship. (podcasts.apple.com)
The biz
- Merrill Lynch is not going to let OpenArc Corporate Advisory go without a fight. (riabiz.com)
- JP Morgan ($JPM) is expanding its Private Client offerings. (wealthmanagement.com)
- How Dynasty Financial is helping its RIA clients acquire assets. (riabiz.com)
- Robinhood's ($HOOD) TradePMR will begin offering a deposit match. (wealthmanagement.com)
- Facet Wealth is adding tax services. (wealthmanagement.com)
Advisers
- It's never too early to think about succession planning. (investmentnews.com)
- Nine lessons learned from building a RIA for nine years, including the importance of managing team turnover. (kitces.com)
- How to set clear expectations with your client. (meghaanlurtz.substack.com)
- For business owners, succession planning is crucial. (investmentnews.com)
- Modern estate planning includes digital assets. (advisorperspectives.com)
- Don't discount the impact of being in-person with clients, colleagues and competitors. (etf.com)
- Six books for financial planners including "The Pathless Path" by Paul Millerd. (thinkadvisor.com)
- With great gratitude, remembering Jonathan Clements. (Updated with new links.) (abnormalreturns.com)
