Abnormal Returns

FEBRUARY 10, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: an identity crisis. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: an interesting place.

Planning 243

Planning Financial Advising Startup Media 243

Abnormal Returns

JANUARY 29, 2024

kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. standarddeviationspod.com) Advisortech Advisers just want technology that works. theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'?

Financial Advising 260

Financial Advising Financial Planning Risk Management Clients 260

Abnormal Returns

JANUARY 13, 2025

(advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. morningstar.com) Financial advisers are warming to crypto. citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. axios.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

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. papers.ssrn.com)

Financial Advising 259

Financial Advising Wealth Management Management Taxes 259

Abnormal Returns

DECEMBER 9, 2024

riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice. barrons.com) Advisortech DPL Financial just raised another round of capital. thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown.

Financial Advising 144

Financial Advising Retirement Taxes Planning 144

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. wsj.com) Apple ($AAPL) is planning to launch Stolen Device Protection. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good thing his hedge fund is performing well.

Financial Advising 267

Financial Advising Media Economy Economics 267

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike.

Planning 188

Planning Food Financial Advising Startup 188

Abnormal Returns

OCTOBER 29, 2024

theverge.com) How social media can wreck your investing plan. abnormalreturns.com) Adviser links: serving Boomers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Another sign that gambling is being normalized. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 157

Financial Advising Media Investment Planning Economy 157

Abnormal Returns

JANUARY 15, 2024

(obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. thinkadvisor.com) Advisers Financial planning is seeing a battle between growing complexity and rising technology.

Financial Planner 273

Financial Planner Wealth Management Retirement Planning Financial Advising 273

Abnormal Returns

OCTOBER 30, 2023

thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.

Wealth Management 260

Wealth Management Retirement Planning Financial Advising Financial Advice 260

Abnormal Returns

SEPTEMBER 30, 2024

apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) OpenAI has an ongoing need for capital.

Financial Advising 261

Financial Advising Financial Advice Economy Media 261

Abnormal Returns

NOVEMBER 27, 2023

Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. kitces.com) Advisers The upside of the Dave Ramsey controversy. wsj.com) Some money discussions to have at the holidays.

Financial Advising 273

Financial Advising Retirement Management Sales 273

Abnormal Returns

AUGUST 5, 2024

theirrelevantinvestor.com) Investors need to plan for down markets. econbrowser.com) Earlier on Abnormal Returns Adviser links: the RMD mentality. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Market sentiment got way too bullish.

Ethics 273

Ethics Financial Advising Media Economy 273

Abnormal Returns

NOVEMBER 21, 2023

investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. abnormalreturns.com) Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ofdollarsanddata.com) Why moats matter.

Financial Advising 273

Financial Advising Media Economy Sales 273

Abnormal Returns

MARCH 13, 2024

barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 312

Financial Advising Valuation Retail Media 312

Abnormal Returns

JUNE 24, 2024

(downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. Why you need a plan. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." wealthmanagement.com)

Financial Advising 270

Financial Advising Assets Retirement Economy 270

Abnormal Returns

DECEMBER 23, 2024

investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Only 4 in 10 RIAs have a succession plan. riabiz.com) FINNY is using AI to help match prospects with advisers. financial-planning.com) How to reduce bias in your hiring process. riaintel.com) Annuity sales are booming.

Financial Advising 144

Financial Advising CFP Compliance Retirement 144

Abnormal Returns

APRIL 8, 2024

production plans. econbrowser.com) Earlier on Abnormal Returns Adviser links: elder finances. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy It's way too easy to mislead someone with charts. radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S.

Financial Advising 274

Financial Advising Economy Manufacturing Media 274

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 272

Financial Advising Startup Retail Media 272

Abnormal Returns

NOVEMBER 16, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan.

Asset Allocation 261

Asset Allocation Financial Advising Insurance Communication 261

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Research links: the downsides of diversification.

Financial Advising 261

Financial Advising Startup Media Economy 261

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Walmart ($WMT) is getting out of the health clinic business.

Financial Advising 284

Financial Advising Communication Media Economy 284

Abnormal Returns

APRIL 1, 2024

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.

Wealth Management 255

Wealth Management Math Retirement Retirement Planning 255

Abnormal Returns

SEPTEMBER 27, 2024

nytimes.com) How China plans to boost the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) What restaurants offer customers on their birthday. eater.com) Will robotic food delivery ever become profitable? wsj.com) Do you remember the 'recession' of 2022?

Financial Advising 273

Financial Advising Food Economy Media 273

Abnormal Returns

OCTOBER 31, 2024

theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Crypto Crypto volume is up at Robinhood ($HOOD). coindesk.com) Coinbase ($COIN) is buying back shares. wsj.com) How Florida's new condo laws are playing out.

Financial Advising 157

Financial Advising Economy Media Numbers 157

Abnormal Returns

AUGUST 30, 2023

wapo.st) Planning A lot of personal finance questions come down to 'it depends.' humbledollar.com) Comparing ChatGPT against a human financial adviser. (morningstar.com) Why so many people fear entering retirement. bestinterest.blog) Six personal finance mistakes including 'Constructing an unwieldy portfolio.'

Financial Advising 260

Financial Advising Retirement Insurance Banking 260

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Most individuals do not have the time or energy to consult with multiple financial professionals across different firms.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Abnormal Returns

NOVEMBER 26, 2023

politico.com) How a plan to reform title insurance got sidetracked. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou. (papers.ssrn.com) How garment workers in the U.S.

Financial Advising 275

Financial Advising Economics Insurance Media 275

Abnormal Returns

OCTOBER 4, 2023

washingtonpost.com) Earlier on Abnormal Returns Personal finance links: a bad plan. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (pro.morningconsult.com) What comes after 'peak TV'? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 261

Financial Advising Media Numbers Planning 261

Abnormal Returns

OCTOBER 17, 2024

bloomberg.com) Defined benefit plans make a lot less sense when workers change jobs more frequently. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Work Meta ($META) fired a bunch of workers for abusing meal credits. crr.bc.edu) How remote workers can help a local economy.

Financial Advising 271

Financial Advising Communication Economy Assets 271

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. sherwood.news) Should a startup ever spend $1.8 million on a URL?

Financial Advising 269

Financial Advising Startup Economy Taxes 269

Abnormal Returns

AUGUST 12, 2024

(ritholtz.com) Earlier on Abnormal Returns Adviser links: spent money. 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.

Planning 144

Planning Financial Advising Startup Media 144

Abnormal Returns

AUGUST 1, 2024

ft.com) A Q&A with Brendan Ballou, author of "Plunder: Private Equity’s Plan to Pillage America." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) Who is next line in to takeover Blackrock ($BLK) from Larry Fink? Discovery will cost $42.99

Financial Advising 271

Financial Advising Media Manufacturing Economy 271

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. abnormalreturns.com) Some interesting developments in the financial media space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? betterletter.substack.com) Companies BP ($BP) is the cheapest stock among the giants.

Food 273

Food Financial Advising Media Economy 273

Abnormal Returns

JUNE 27, 2024

carsongroup.com) Strategy Investing is planning. abnormalreturns.com) Personal finance links: financial stress. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets By this measure, the stock market is at record-high concentration. Then check out our weekly e-mail newsletter.

Financial Advising 272

Financial Advising Startup Valuation Manufacturing 272

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Is there an ideal level of inflation? klementoninvesting.substack.com) Crypto Bankrupt FTX says it will pay out customers in whole.

Financial Advising 259

Financial Advising Media Economy Accounting 259

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242