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 the life settlement industry exists.
Quote of the Day
"There are only two reasons to participate in anything you're invited to: Either they're paying you or it's a fun experience to network, learn, gain exposure, establish industry cred, etc. The worst reason to do something is "to be nice."
(Joshua Brown)
Podcasts
- Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. (standarddeviationspod.com)
- Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. (open.spotify.com)
Leadership
- Vanguard has a new CEO, and its sooner than anticipated. (riabiz.com)
- Bernie Clark is stepping aside as head of Schwab's RIA business. (riabiz.com)
The biz
- Creative Planning is not lacking for capital to do additional deals. (citywire.com)
- NerdWallet Advisors has launched. (citywire.com)
Retirement
- Is underspending a fiduciary problem? (advisorperspectives.com)
- More clients are focusing on health in retirement. (investmentnews.com)
- There is a big gender disparity in old age when it comes to finances. (journals.sagepub.com)
- What is a 'physician orders for life-sustaining treatment' and how does it differ from a DNR? (advisorperspectives.com)
Advisers
- Job number one for advisers: reduce client stress. (thinkadvisor.com)
- You can't accede to every client request. (etf.com)
- Clients need help managing an inheritance. (thinkadvisor.com)
- What advisers need to know about the Retirement Security Rule. (kitces.com)
- Money pervades everything. (theguardian.com)
