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 longevity literacy.
Quote of the Day
"Given the empirical evidence, it is critical that financial plans do not make the mistake of assuming future returns to U.S. stocks will look like past returns, especially those of the most recent decade."
(Larry Swedroe)
Podcasts
- Zach Conway and Kelsey McKenna talk with Michael Batnick about Ritholtz Wealth's discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. (youtube.com)
- Brendan Frazier on the benefit to shifting from “Advisor-Driven” to “Client-Inspired” advice. (wiredplanning.com)
- Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism." (goodlifeproject.com)
- Daniel Crosby with another sneak peek from "The Soul of Wealth." (standarddeviationspod.com)
The biz
- Where does Goldman Sachs' ($GS) custody effort stand? (riabiz.com)
- Morgan Stanley Wealth Management is launching a new Private Markets Transaction Desk. (wealthmanagement.com)
- The latest in advisortech news including MSCI's acquisition of Fabric Risk. (kitces.com)
- Harness Wealth is offering a new tax advisory platform. (techcrunch.com)
XYPN
- XYPN Sapphire has launched. (wealthmanagement.com)
- AdvicePay is looking for a new permanent CEO. (riabiz.com)
Advisers
- Putting RIAs together requires 'integration, unification, and assimilation.' (investmentnews.com)
- Clients are increasingly willing to deal with advisers remotely. (investmentnews.com)
- How you can identify optimism bias in clients. (advisorperspectives.com)
- How to talk to younger clients about Social Security. (thinkadvisor.com)
- Who benefits from lifetime income solutions? (blackrock.com)
- Lessons learned about death and money including 'boundaries are important.' (kindnessfp.com)