Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at who has benefited from Schwab’s acquisition of TD.
Quote of the Day
"Succession planning starts by articulating your objectives and aspirations for the key stakeholders: clients, employees, and owners."
(David Barton)
Podcasts
- Daniel Crosby talks with Naomi Win about why we hate uncertainty so much. (standarddeviationspod.com)
- Brendan Frazier talks with Emily Koochel about combining technology and financial psychology. (podcasts.apple.com)
The biz
- What Goldman Sachs ($GS) hopes to achieve in the RIA custody business. (barrons.com)
- Why Focus decided to merge Buckingham Strategic Wealth and The Colony Group. (riabiz.com)
- Creative Planning is exploring its custody options. (riabiz.com)
- Archive Intel has entered the adviser communications archiving space. (investmentnews.com)
Research
- The problematic math of passing down generational wealth. (blogs.cfainstitute.org)
- How life events affect retirement planning. (papers.ssrn.com)
Advisers
- There is an tension inherent in the practice of financial advice. (investmentecosystem.com)
- Reflections on eight years of running a financial planning practice. (flowfp.com)
- Risk questionnaires are valuable for the conversations they foster. (kitces.com)
- How one advisory firm uses Salesforce. (wealthmanagement.com)
- Why 4% retirement withdrawal rates are still a thing. (thinkadvisor.com)
- Advisers can play a key role in helping clients deal with rising college costs. (investmentnews.com)
- Why the life settlement industry exists. (moontower.substack.com)