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 best adviser conferences for 2026.
Quote of the Day
"The secret isn’t to optimize the landing page. It’s to optimize the reason people are coming to your site. You can’t convert people who don’t want what you have… you need to attract people who do."
(Seth Godin)
Podcasts
- Matt Reustle talks all things alternatives with Josh Clarkson is the Managing Director of Prosek Partners. (joincolossus.com)
- Josh Brown talks with Kevin Thompson about the Kyle Busch IUL 'scam.' (youtube.com)
- Suzanne Siracuse talks with Doug and Heather Boneparth, authors of "Money Together: How to find fairness in your relationship and become an unstoppable financial team." (wealthmanagement.com)
- Brendan Frazier talks with Emily Rassam about how she infuses purpose and emotion into every aspect of the planning process. (podcasts.apple.com)
Advisortech
- What is Charles Schwab ($SCHW) getting in Forge Global Holdings ($FRGE)? (riabiz.com)
- Schwab is locking arms with Fidelity in a credential-sharing crackdown. (investmentnews.com)
- JP Morgan ($JPM) scored a deal with Plaid and other fintechs are on notice. (riabiz.com)
- A round-up of recent advisortech news including 'Advyzon building a new in-house planning tool.' (kitces.com)
Tax planning
- A 2025 year-end tax planning checklist. (kindnessfp.com)
- What's new for year-end tax planning under OBBBA. (kitces.com)
Advisers
- There is something worse than a recession and we are living in it. (downtownjoshbrown.com)
- What Schwab Advisor ProDirect hopes to accomplish. (riabiz.com)
- Is your client an optimizer or a satisficer? (thinkadvisor.com)
- Why the financial planning needs of veterans are unique. (wealthmanagement.com)
- Why annuities should be the default in 401(k)s. (wsj.com)
- The ultra-wealthy love pro sports team investments. (investmentnews.com)
- Sign up for our (free) weekly advisor-focused newsletter that comes out on Fridays. (newsletter.abnormalreturns.com)
- Meghaan Lurtz, "Regret is an emotion that thrives in silence." (meghaanlurtz.substack.com)
