Abnormal Returns

APRIL 22, 2024

youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. 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.

Financial Advising 259

Financial Advising Wealth Management Management Taxes 259

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 290

Financial Advising Financial Services 290

Advisor Perspectives

MAY 28, 2025

The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.

Financial Advising 59

Financial Advising Wealth Management Clients Management 59

Abnormal Returns

OCTOBER 30, 2023

(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. kitces.com) AI How recommendation engines could work in wealth management. riaintel.com) How AI will play a role in the provision of financial advice. fa-mag.com)

Wealth Management 260

Wealth Management Retirement Planning Financial Advising Financial Advice 260

Abnormal Returns

JUNE 9, 2025

(kitces.com) Adviser data is both valuable and important. riabiz.com) Wealth advisors are on notice: inheritors are likely to fire you. cnbc.com) Meet the financial adviser who doesn't have their own adviser. On the challenges of porting it to a different firm. kindnessfp.com) Words have consequences.

Financial Advising 167

Financial Advising Wealth Advisor Retirement Numbers 167

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 263

Financial Advising Financial Services 263

Abnormal Returns

DECEMBER 4, 2023

Ali is a corporate marketing advisor who has seen many sides of the wealth management business. podcasts.apple.com) The biz Software is eating financial advice. theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. riabiz.com) Demand for financial advice is only increasing.

Wealth Management 254

Wealth Management Financial Advice Financial Advising Communication 254

Abnormal Returns

JULY 15, 2024

sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. obliviousinvestor.com) Not a lot of fund managers brag about their losses. ft.com) Are total bond funds still a thing?

Financial Advising 260

Financial Advising Wealth Management Assets Media 260

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riaintel.com) HNW clients want additional services.

Financial Planner 273

Financial Planner Wealth Management Retirement Planning Financial Advising 273

Abnormal Returns

SEPTEMBER 6, 2023

wsj.com) Money management Wealth management is a growth business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (quietwealth.com) Equities Small value stocks are even cheaper than normal. blog.validea.com) China's stock market is cheap, but is it investable?

Financial Advising 270

Financial Advising Wealth Management Media Economy 270

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 261

Planning Financial Advice Wealth Management Math 261

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

Wealth Management 255

Wealth Management Math Retirement Retirement Planning 255

Abnormal Returns

MARCH 15, 2024

Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Longform links: false empowerment.

Financial Advising 260

Financial Advising Food Startup Wealth Management 260

Abnormal Returns

APRIL 1, 2024

morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Assets 258

Assets Financial Advising Wealth Management Engineering 258

Abnormal Returns

JANUARY 20, 2023

variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. on.ft.com) The CPA shortage is real.

Investments 246

Investments Investing Startup Financial Advising 246

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

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. investmentnews.com) The pros and cons of going solo.

Taxes 260

Taxes Financial Advising Financial Advice Assets 260

Abnormal Returns

APRIL 30, 2023

thebasispoint.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Wealth Management Media Planning 246

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 Investments Investing 263

Wealth Management

OCTOBER 19, 2023

Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.

Retirement Planning 278

Retirement Planning Retirement Planning Financial Advising 278

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

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

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. wealthmanagement.com) How wealth affects our thinking. (advisorperspectives.com) Reflections on three years in business, including thoughts on hiring.

Financial Advising 144

Financial Advising Retirement Taxes Planning 144

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

Financial Advising 261

Financial Advising Investing Investments 261

Abnormal Returns

NOVEMBER 27, 2023

(kitces.com) Advisers The upside of the Dave Ramsey controversy. thinkadvisor.com) The case for managing income more closely in retirement. advisorperspectives.com) Why financial advisers should have their own financial houses in order. rogersplanning.blogspot.com) What we fight about when we fight about money.

Financial Advising 273

Financial Advising Retirement Management Sales 273

Abnormal Returns

JANUARY 8, 2024

(podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers. riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college.

Financial Advising 274

Financial Advising Retirement Consulting Banking 274

Abnormal Returns

DECEMBER 23, 2024

(financial-planning.com) How to reduce bias in your hiring process. wsj.com) Are you a financial adviser looking for some out-of-the-box thinking? kitces.com) ETF wholesalers are in short supply. riaintel.com) Annuity sales are booming. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com)

Financial Advising 144

Financial Advising CFP Compliance Retirement 144

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

MARCH 13, 2023

papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. riaintel.com) SEC The SEC is looking for more resources to conduct adviser examinations.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency.

Recruitment 251

Recruitment Financial Advising Retirement Insurance 251

Wealth Management

JULY 27, 2022

Financial advisers share the biggest mistakes and best money moves they made in past downturns.

Financial Advising 219

Financial Advising 219

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 170

Financial Advising Wealth Management Portfolio Management Investment Advisor 170

Carson Wealth

JULY 12, 2022

Specialized financial planning designations are as plentiful as stars in the sky. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. Investments and Wealth Management.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Wealth Management

AUGUST 1, 2022

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.

Sales 195

Sales Financial Advising Investments Investing 195

Abnormal Returns

JUNE 19, 2023

advisorperspectives.com) A summer reading list for financial advisers including "Out of Office: Unlocking the Power and Potential of Hybrid Work" by Charlie Warzel and Anne Helen Petersen. (institutional.vanguard.com) Why we should all be investing more in our health: insights from Peter Attia's new book "Outlive." kitces.com)

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243