Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to choose a name for your practice.
Quote of the Day
"And above all, know the motivation of everyone speaking, and decide if that motivation works in your favor or against it. Because everything - literally everything - is incentives."
(Joshua Brown)
Podcasts
- Daniel Crosby talks with Michael Finke about how to deal with market volatility in retirement. (standarddeviationspod.com)
- Brendan Frazier talks with Kathi Balasek about communicating with grieving clients. (podcasts.apple.com)
- Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. (joincolossus.com)
- Bogumil Baranowski talks with Justin Castelli about living your authentic life. (podcasts.apple.com)
Custody
- Some RIAs are wary that Schwab ($SCHW) wants to boost profitability of the custody business. (riabiz.com)
- Goldman Sachs Advisor Solutions is making low key progress. (riabiz.com)
Dynasty Financial Partners
- Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)
- How the Dynasty deal came together. (riabiz.com)
Estate planning
- Gifting is going to become more important as the TCJA expiration nears. (kitces.com)
- Why it often takes a crisis to prompt movement on an estate plan. (kindnessfp.com)
- A lot changes after a spouse dies. (barrons.com)
Advisers
- AI is going to take over more of the mechanistic aspects of advice. (wealthmanagement.com)
- The SEC is cracking down on RIA's use of 'industry' awards in marketing. (riabiz.com)
- Six (legal) considerations when setting up an RIA. (advisorperspectives.com)
- Four keys to succession planning. (thinkadvisor.com)
- Do advisers really want to work a firm that gets sold every few years? (investmentnews.com)
- 7 retirement issues that can fall through the cracks. (thinkadvisor.com)
- Some perspectives on being a financial planner. (flowfp.com)
