Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at common marketing rule missteps.
Quote of the Day
"From a market-based perspective, financial planners should rely more heavily on the break-even rate than on the sentiment of consumers."
(Cullen Roche)
Podcasts
- Peter Lazaroff talks shop with Ashby Daniels about the importance of behavior. (peterlazaroff.com)
- Michael Kitces talks with Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes, about how she developed a client service calendar for her high-net-worth clients. (kitces.com)
Taxes
- How the removal of ACA tax credits will play out in 2026. (kitces.com)
- Get ready for more talk about fixing Social Security as 2032 looms. (wsj.com)
- On the prospect of higher taxes down the road. (kindnessfp.com)
Advisers
- A look at legitimate market risks going into 2026. (ria.disciplinefunds.com)
- Charles Schwab ($SCHW) is poised for a good 2026. (barrons.com)
- Vestwell continues to gain scale through competitor acquisitions. (riabiz.com)
- Advisers can likely find something of note on this calendar of financial planning activities. (morningstar.com)
- A round-up of the most recent advisortech news including 'FINNY raises $17 million for prospecting technology.' (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Ten books advisors recommend from 2025 including "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" by Will Guidara. (financial-planning.com)
