Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at streamlining adviser work flows through technology.
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Quote of the Day
"Being selective about our personnel and our clientele produces a sort of magic that has to be experienced in order to be fully understood."
(Joshua Brown)
Podcasts
- Justin L. Mack talks with Zach Conway, who is CEO of Seeds Investor. (financial-planning.com)
- Frazer Rice talks family offices with Edward Marshall, Head of the Global Family Office at Dentons, the international law firm. (podcasts.apple.com)
Direct indexing
- Savvy Wealth has launched a direct indexing tool. (wealthmanagement.com)
- Charles Schwab ($SCHW) has a lower minimum for its DIY direct indexing tool. (etf.com)
Onboarding
- Evan Harp, "To move the needle on diversity, organizations must not simply hire diverse talent and call it a day — they must develop that talent as well." (etftrends.com)
- How to create a better onboarding process for new employees. (blog.xyplanningnetwork.com)
Technology
- Highlights from the 2023 T3 Advisor Conference including the growing importance of tax planning software. (kitces.com)
- The latest in adviser technology happenings including Altruists move to self-clearing. (kitces.com)
Advisers
- Why selecting the right employees and clients is critical to success. (thereformedbroker.com)
- How you handle fees for acquired clients is tricky. (citywire.com)
- Five tips for new advisers including 'Find your niche.' (financial-planning.com)
- Why older Americans often have a hard time refinancing their mortgages. (nytimes.com)
