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 clients see the world differently than advisers.
Quote of the Day
"Standardising instantaneous settlement across global markets would be a leap beyond what swift ever made possible."
(Larry Fink and Rob Goldstein)
Podcasts
- Michael Kitces and Carl Richards talk about helping clients spend in retirement. (kitces.com)
- Michael Batnick talks with Jeff Ptak of Morningstar about the popularity of income ETFs. (youtube.com)
Hiring
- How to effectively delegate work you don't like and aren't good at. (kitces.com)
- How to design a more efficient and effective hiring process. (behavioralscientist.org)
Advisers
- How to help clients re-frame their fears. (blogs.cfainstitute.org)
- Advisers have a critical role to play with clients exhibiting cognitive decline. (kitces.com)
- How single retirees need to plan differently. (thinkadvisor.com)
- Tokenization is coming to financial markets. (economist.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- How the ultra-wealthy reveal their estate plans to children. (wsj.com)
- Get rid of the estate tax, but tax inheritances. (crr.bc.edu)
- What young graduates have to say about working at Northwestern Mutual. (theguardian.com)
- Don't kid yourself. No one is above getting scammed. (abnormalreturns.com)
