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 importance of proactive communication during periods of market stress.
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Quote of the Day
"Client service is as important as asset allocation in times like this – it is the difference between a firm that takes advantage of a tough market versus a firm that unravels."
(Josh Brown)
Podcasts
- Benjamin Felix and Cameron Passmore talks with Wade Pfau about retirement income planning. (rationalreminder.ca)
- Michael Kitces talks life planning with Scott Frank, founder of Stone Steps Financial. (kitces.com)
Compensation
- How do you pay yourself? Well, it depends. (blog.xyplanningnetwork.com)
- How you pay yourself could affect how much your firm is worth in a transaction. (investmentnews.com)
Kitces and Levine
- Michael Kitces and Jeff Levine are joining Buckingham Wealth Partners. (fa-mag.com)
- Some additional detail on how the move helps clean up some potential conflicts. (riabiz.com)
- Michael Kitces on why he decided to join Buckingham. (kitces.com)
Remote work
- How RIAs need to prepare for potential business disruptions. (riainabox.com)
- Advisers are scrambling to be able to work remotely. (investmentnews.com)
- How working at home increases compliance risks. (investmentnews.com)
The biz
- How BNY Mellon Pershing plans to grow its RIA custody business. (riabiz.com)
- Aaron Klein looks back at the past decade's biggest developments in adviser technology. (wealthmanagement.com)
- How advisers can use Net Promoter Scores to measure client satisfaction. (blog.altruist.com)
Advisers
- Just because some phrase feels trite you like, "Stay the course" doesn't mean it is to clients. (allaboutyourbenjamins.com)
- Why modeling retirement dates provide additional information vs. just retirement income. (kitces.com)
- Working with 'pre-wealth' clients comes with its own unique challenges. (wealthmanagement.com)
- Consumers happily pay for professional services. How is financial advice different? (klementoninvesting.substack.com)
