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 avoid talking over clients.
Podcasts
- Christine Benz and Jeff Ptak talks with Sallie Krawcheck, CEO of Ellevest. (morningstar.com)
- Mark Miller talks with Carolyn McClanahan about the intersection of health care and financial planning. (retirementrevised.substack.com)
- Carl Richards and Michael Kitces about how to optimize your e-mail communications. (kitces.com)
The biz
- Charles Schwab Corp. is back on the asset manager roll-up train with the purchase of Wasmer, Schroeder & Co. (riabiz.com)
- A Q&A with Marty Bicknell, CEO of Mariner Wealth Advisors about how they organize client segments. (barrons.com)
- Why this advisory team closed up shop and joined an aggregator. (wealthmanagement.com)
Regulation
- Finra has launched targeted exams of zero-commission brokerages. (investmentnews.com)
- Iowa is the first state to propose an annuity best interest rule, whatever that means. (fa-mag.com)
Advisers
- Why advisers should be comfortable talking about health care costs in retirement. (investmentnews.com)
- Why companies are increasingly trying to keep retiree assets in their 401(k) plans. (wealthmanagement.com)
- Retirement planning depends on how long we will live for which we don't have great answers. (wsj.com)
- Real estate can be a particularly thorny part of an estate plan. Why planning matters. (wsj.com)