Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what to do if you identify cognitive decline in a client.
Quote of the Day
"Worry less about the economy, the markets, and forces you cannot control and spend more energy on the things that you are passionate about and you know you were created to do—money and financial planning touch everything, including the authentic version of your Self and the life aligned with it."
(Justin Castelli)
Podcasts
- Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. (kitces.com)
- Broc Buckles and Peter Ciravolo talk with Peter Lazaroff, CIO of Plancorp, about his career path. (open.spotify.com)
- Ben Johnson and Julie Willoughby talk with Nicole Hunter and Ugo Egbunike about the day-to-day operations of the ETF business. (morningstar.com)
- A list of the most popular podcasts for financial advisers. (linkedin.com)
The biz
- Vestwell just raised a new $125 billion Series D. (riabiz.com)
- DPL Financial Partners is seeing growth in commission-free annuity sales. (investmentnews.com)
- Arch, which just raised fresh capital, wants to build a better private capital markets workflow. (riabiz.com)
- MSCI ($MSCI) is buying Fabric Risk. (wealthmanagement.com)
Advisers
- Six lessons learned from 20 years in the business of financial advice. (blairbellecurve.com)
- Former Schwab ($SCHW) employees are finding a home at RIAs. (riabiz.com)
- When should you hire? And more questions to ask when growing your practice. (morningstar.com)
- Wealthy couples have some tax levers to pull in retirement. (advisorperspectives.com)
- Do financial advisers recommend annuities to their clients? (crr.bc.edu)
- Some highlights from the Nerd's Eye View blog in 2023. (kitces.com)