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 transformation of financial advisers into life coaches.
Quote of the Day
"The curse of knowledge can affect even the most knowledgeable financial advisors."
(Dan Solin)
Podcasts
- Thomas Kopelman and Jacob Turner talk about how they manage their own finances. (podcasts.apple.com)
- Steve Chen talks with Brian Portnoy, founder of Shaping Wealth, about forming a holistic approach to wealth. (newretirement.com)
Advisortech
- Advisers increasingly need to investigate which technology tools they can realistically adopt. (kitces.com)
- The latest in advisortech including Flourish launching a new annuity platform. (kitces.com)
Charles Schwab
- Charles Schwab ($SCHW) continues to reduce staff, post-TDA merger. (riabiz.com)
- Schwab Charitable donors upped gifts by some 31% last year. (craincurrency.com)
The biz
- Joe Duran's Rise Partners has full coffers to go out and invest in medium-sized RIAs. (citywire.com)
- Why RIAs need to build their own talent pipelines. (investmentnews.com)
Advisers
- CFPs are, by and large, happy with their career choice. (investmentnews.com)
- The advantages and disadvantages of a T-CRUT strategy. (kitces.com)
- In an ideal world compliance is a conversation not a prescription. (investmentnews.com)
- Ric Edelman with a defense of Bitcoin. (advisorperspectives.com)
- How to research a tax question. (obliviousinvestor.com)