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 challenges in managing an advisory team.
Quote of the Day
"We’ve gotten a good “return” on the money we’ve spent, and having a relationship with a planner has helped deliver a return that can’t be quantified: peace of mind."
(Christine Benz)
Podcasts
- Michael Batnick talks alternative investment reporting with Alex Goodwin from Bridge Invest. (youtube.com)
- Michael Kitces talks 'calm excellence' with Lisa Brown, president of Greenwood Gearhart. (kitces.com)
- Barry Ritholtz talks with Jose Minaya, global head of BNY Investments and Wealth. (ritholtz.com)
- Ted Seides talka about the state of the 401(k) marketplace with Eric Mogelof, head of Global Client Solutions at KKR. (capitalallocators.com)
Schwab
- Charles Schwab ($SCHW) is expanding into handling private company equity plans. (riabiz.com)
- Charles Schwab is raising the client asset minimum to $2 million from $500,000 for referral to an RIA in its Schwab Advisor Network. (thinkadvisor.com)
CEOs
- Peter Mallouk, CEO of Creating Planning, says RIA IPOs are inevitable. (investmentnews.com)
- A Q&A with Burt White, CEO of Carson Group which just surpassed $50 billion in AUM. (thinkadvisor.com)
- Pontera's CEO is not happy with Fidelity. (riabiz.com)
Practice management
- Why growth matters for an advisory practice. (wealthmanagement.com)
- What does the ideal financial advisory firm look like? (whitecoatinvestor.com)
Income
- Three strategies to optimize incentive stock options. (kitces.com)
- There is nothing passive about rental real estate income. (flowfp.com)
Advisers
- Ari Galper, "When a prospect goes silent, there’s always a reason." (advisorperspectives.com)
- A round-up of recent advisortech news including deflation in AI notetaker subscription prices. (kitces.com)
- Most retirees would do well to have some guaranteed income. (thinkadvisor.com)
- A look at some clients' biggest fears including 'Losing your identity in retirement.' (barrons.com)
- How to break into wealth management right out of college. (barrons.com)
- Everybody has their own unique money story. (meaningfulmoney.life)
- Americans love their donor-advised funds. (investmentnews.com)







