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 coming surge in demand for wealth management services.
Quote of the Day
"When I look at the lists of so-called “influential” advisors or “people to watch” from around the industry, I am amazed at how few of them I’ve actually heard of. And then I’ll click on their social media profiles and see almost zero engagement."
(Joshua Brown)
Podcasts
- Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. (open.spotify.com)
- Michael Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. (kitces.com)
- Daniel Crosby on why not caring what other people think is a valuable asset. (standarddeviationspod.com)
- Diana Britton talks with Michael Kitces about adviser well-being. (kitces.com)
The biz
- How Altruist has gained ground in the custody space. (riaintel.com)
- How XYPN's new corporate RIA, Sapphire, will roll out. (riabiz.com)
Alts
- How to talk to your clients about alternative investments. (morningstar.com)
- Alts managers are gearing up to get in front of retail investors. (investmentnews.com)
Fintech
- Some highlights from the 2024 T3 Conference. (kitces.com)
- American consumers are increasingly trying out fintech apps. (investmentnews.com)
Advisers
- The American College of Financial Services notes the coming shortage of advisers. (investmentnews.com)
- What advisers need to know about new regulations about beneficial ownership. (kitces.com)
- How advisers should work with tax professionals. (advisorperspectives.com)
- How couples can approach a financial life together. (barrons.com)
- Reaching younger generations requires a different approach. (advisorperspectives.com)
- A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.' (johnsoncenter.org)