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 advisers keep putting off retirement.
Quote of the Day
"Staffing a growing firm with quality people and subject matter experts has been among our biggest challenges. Anyone building an RIA who says otherwise either isn’t trying hard enough or is outright lying."
(Joshua Brown)
Chart of the Day
Americans are one again drawing down their home equity lines. (chart via FRED)
Podcasts
- Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. (kitces.com)
- Dave Zoller talks with Brian Portnoy about the essential skills of the best advisers. (youtube.com)
- Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. (podcasts.apple.com)
- Daniel Crosby talks with Emily Blue, co-founder of Hue Partners, about the M&A process. (podcasts.apple.com)
- Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' (kitces.com)
Advisortech
- Is Vanguard really going to invest enough in technology to level up? (riabiz.com)
- NewRetirement has changed its name to Boldin. (wealthmanagement.com)
- The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' (kitces.com)
Ownership
- Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. (citywire.com)
- A lot can change when you sell your practice. (citywire.com)
Advisers
- Why adding alternatives may not do much for portfolios. (fwpwealth.com)
- Older clients likely have appreciated securities they could use to fund charitable donations. (fa-mag.com)
- How to use the new digital estate planning platforms. (kitces.com)
- How planning changes for the child-free. (thinkadvisor.com)
- What kind of advisers are referrable? (advisorperspectives.com)
- Falling for financial scams could be indicative of Alzheimer's disease. (sciencedaily.com)
