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 limited progress women have made in the world of wealth management.
Quote of the Day
“M&A is all about acquiring talent...If we bought just a whole bunch of businesses that had retiring advisors, what’s going to happen in two years when all those advisors retire?”
(Meredith Schwartz)
Chart of the Day
(wsj.com)Podcasts
- Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. (kitces.com)
- Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. (open.spotify.com)
- Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing. (standarddeviationspod.com)
Retirement
- How to put retirement income guardrails in place. (thinkadvisor.com)
- Retirement withdrawal strategies all have their tradeoffs. (morningstar.com)
- QCD limits have increased to $105,000 for 2024. (investmentnews.com)
- Americans want to retire gradually. (thinkadvisor.com)
The biz
- Schwab's absorption of TD Ameritrade is "about 90% complete." (riabiz.com)
- Goldman Sachs ($GS) has closed the books on its United Capital adventure. (riabiz.com)
- Vanguard is partnering with estate planning software provider Vanilla. (citywire.com)
- RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. (citywire.com)
Advisers
- Wealth management has a high attrition rate of new advisors. (riaintel.com)
- How to write a client newsletter. (kitces.com)
- Good luck trying to time an inverted yield curve. (advisorperspectives.com)
- How a chatbot tuned for advisers works. (kitces.com)
- Can a fiduciary really rule out the use of annuities? (thinkadvisor.com)
- State auto-IRA programs boost participation. (crr.bc.edu)