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 work with neurotic clients.
Podcasts
- Michael Kitces talks with Elizabeth Nesvold a managing director and head of asset and wealth management investment banking for Raymond James. (kitces.com)
- Michael Batnick and Ben Carlson talk with Daniel Crosby of Brinker Capital about financial decision making. (awealthofcommonsense.com)
- Cinthia Murphy and Lara Crigger talk with Kathryn Schwartz founder and CEO of Pawleys Investment Advisors about lessons learned through her career. (etf.com)
- Christine Benz and Jeff Ptak talks with FIRE advocate Tanja Hester. (morningstar.com)
The biz
- Schwabitrade is a go. (riabiz.com)
- It's hard not to notice Interactive Brokers' ($IBKR) further push into the custody business. (riabiz.com)
- Robo-adviser Wealthfront is taking the final step toward becoming a full-fledged digital bank and a financial hub that can serve all of its clients’ cash management needs on a single platform. (investmentnews.com)
- The lastest in adviser fintech news including Schwab's purchase of Folio. (kitces.com)
- Why some firms applied for, but never used, PPP loans. (citywireusa.com)
CFPs
- Michael Kitces, "In essence, Financial Advice is the tool by which Financial Planning is implemented." (kitces.com)
- The CFP Board has changed its approach to planner bankruptcies. (citywireusa.com)
Advisers
- Don't expect PE funds in 401(k) plans any time soon. (investmentnews.com)
- How the financial planning relationship is broadening out from investments. (investmentnews.com)
- The importance of financial literacy education only increases in an economic downturn. (wealthmanagement.com)
- Why even a finance professor can benefit from using a financial adviser. (evidenceinvestor.com)
- Why authentic, personal lifestyle content resonates the most with clients. (thinkadvisor.com)