Wealth Management

NOVEMBER 15, 2024

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising 263

Financial Advising Investing Investments 263

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. riabiz.com) Advisers Why clients change financial advisers. kitces.com) Brendan Frazier talks using behavioral finance with Dan Egan, Betterments Director of Behavioral Science. morningstar.com) Not every partner agrees on how hard to push on growth.

Communication 144

Communication Wealth Management Financial Advising Retirement 144

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)

Financial Advising 284

Financial Advising Startup Commission Financial Advice 284

Wealth Management

NOVEMBER 16, 2023

Financial advisers have a few concerns. Recent volatility has everyday investors looking to credit markets for the first time in years — or in some cases ever.

Financial Advising 276

Financial Advising Marketing Marketing 276

Abnormal Returns

APRIL 22, 2024

mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. Robo-advisors and financial advisers are complements. bloomberg.com) No surprise here.

Financial Advising 259

Financial Advising Wealth Management Management Taxes 259

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry.

Taxes 260

Taxes Financial Advising Financial Advice Planning 260

Abnormal Returns

JANUARY 22, 2025

ft.com) Finance Why PE managers are tapping non-traditional sources of capital, like financial advisers. (behaviouralinvestment.com) AI Hype, headlines and Stargate. spyglass.org) Google ($GOOGL) is making an additional investment in Anthropic. capitalallocators.com) What is 'parametric insurance' and what does it cover?

Financial Advising 144

Financial Advising Insurance Media Economy 144

Abnormal Returns

JANUARY 13, 2025

morningstar.com) Financial advisers are warming to crypto. (citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. kitces.com) 9 questions for Bob Veres about future of wealth management. axios.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

Abnormal Returns

JANUARY 29, 2024

(theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'? blairbellecurve.com) Are financial advisers slowly becoming life coaches? davenadig.substack.com) Advisers The most common reasons why clients keep their financial adviser.

Financial Advising 260

Financial Advising Financial Planning Risk Management Clients 260

Abnormal Returns

JUNE 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on Abnormal Returns. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Medicine 307

Medicine Financial Advising Economy Media 307

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well.

Financial Advising 267

Financial Advising Media Economy Economics 267

Abnormal Returns

DECEMBER 9, 2024

thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown. (advisorperspectives.com) Reflections on three years in business, including thoughts on hiring. kindnessfp.com) HSA balances are largely getting used in the here and now.

Financial Advising 144

Financial Advising Retirement Taxes Planning 144

Abnormal Returns

SEPTEMBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (radleybalko.substack.com) Earlier on Abnormal Returns Personal finance links: mistake management. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: being early.

Investing 274

Investing Investments Financial Advising Media 274

Abnormal Returns

JUNE 3, 2024

(aei.org) Earlier on Abnormal Returns Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 273

Financial Advising Media Retirement Economy 273

Abnormal Returns

AUGUST 19, 2024

(stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 293

Financial Advising Startup Manufacturing Media 293

Abnormal Returns

JUNE 18, 2024

abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 293

Financial Advising Media Assets Economy 293

Abnormal Returns

AUGUST 26, 2024

(bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 274

Financial Advising Media Economy Taxes 274

Abnormal Returns

AUGUST 14, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (backofmind.substack.com) Earlier on Abnormal Returns Personal finance links: passing through. abnormalreturns.com) What you missed in our Tuesday linkest. abnormalreturns.com) Research links: real world finance.

Financial Advising 281

Financial Advising Economy Media Economics 281

Abnormal Returns

JUNE 7, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: overcoming perfectionism. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the AI age.

Math 280

Math Financial Advising Media Economy 280

Abnormal Returns

MAY 29, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Earlier on Abnormal Returns Personal finance links: prioritizing your future. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: social phenomena.

Financial Advising 287

Financial Advising Manufacturing Economy Media 287

Abnormal Returns

NOVEMBER 15, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: slow demand growth.

Financial Advising 144

Financial Advising Food Valuation Media 144

Abnormal Returns

JULY 3, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: our reliance on money. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: a valuable tool.

Startup 271

Startup Financial Advising Media Economy 271

Abnormal Returns

JUNE 24, 2024

downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. (theirrelevantinvestor.com) Being a fiduciary should not be complicated. advisorperspectives.com) How the world of investing has changed in the past two decades.

Financial Advising 270

Financial Advising Assets Retirement Economy 270

Abnormal Returns

NOVEMBER 6, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Earlier on Abnormal Returns Personal finance links: a worthy goal. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: a whole lot of factors. Then check out our weekly e-mail newsletter.

Financial Advising 167

Financial Advising Economy Media Sales 167

Abnormal Returns

JULY 16, 2024

abnormalreturns.com) Adviser links: pondering contingencies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) A lifetime subscription is anything but. Then check out our weekly e-mail newsletter.

Financial Advising 274

Financial Advising Food Media Economy 274

Abnormal Returns

JULY 8, 2024

(wsj.com) Earlier on Abnormal Returns Adviser links: needless waste. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 272

Financial Advising Media Economy Marketing 272

Abnormal Returns

AUGUST 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (noahpinion.blog) Earlier on Abnormal Returns Podcast links: fading dominance. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: constraining future historians.

Financial Advising 259

Financial Advising Media Economy Numbers 259

Abnormal Returns

JULY 2, 2024

abnormalreturns.com) Adviser links: phased retirements. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (kyla.substack.com) Earlier on Abnormal Returns Research links: a valuable tool. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 271

Financial Advising Economy Media Retirement 271

Abnormal Returns

SEPTEMBER 16, 2024

(newyorker.com) Earlier on Abnormal Returns Adviser links: going back to work (abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 284

Financial Advising Media Economy Marketing 284

Abnormal Returns

AUGUST 22, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: improved affordability. Then check out our weekly e-mail newsletter.

Financial Advising 270

Financial Advising Media Manufacturing Economy 270

Abnormal Returns

JULY 29, 2024

(sherwood.news) Earlier on Abnormal Returns Adviser links: loving encouragement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 261

Financial Advising Government Media Investing 261

Abnormal Returns

SEPTEMBER 23, 2024

(axios.com) Earlier on Abnormal Returns Adviser links: making a mistake. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 281

Financial Advising Engineering Manufacturing Economy 281

Abnormal Returns

JUNE 17, 2024

(slate.com) Earlier on Abnormal Returns Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 267

Financial Advising Media Economy Taxes 267

Abnormal Returns

JULY 15, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) A lifetime subscription is anything but. abnormalreturns.com) What you may have missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 260

Financial Advising Wealth Management Assets Media 260

Abnormal Returns

AUGUST 25, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising 272

Financial Advising Economics Media Economy 272

Abnormal Returns

OCTOBER 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Personal finance links: misunderstanding risk. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: shorting the apocalypse.

Pharmaceutical 279

Pharmaceutical Financial Advising Media Banking 279

Abnormal Returns

OCTOBER 9, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Personal finance links: opting out of the game. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: the AI threat.

Recruitment 265

Recruitment Financial Advising Food Manufacturing 265