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 rising price of adviser software.
Quote of the Day
"When advisors (or individuals) take the time to really get clear on what is important to them, then the optimal financial decisions become more evident."
(Jeremy Walter)
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. (morningstar.com)
- Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business. (podcasts.apple.com)
- Jordan Haynes talks with Justin Castelli about the important role of life planning. (getelements.com)
- Brendan Frazier talks about the importance of listening as a financial adviser. (wiredplanning.com)
Retirement
- Spending guardrails are important in retirement, but the details matter. (kitces.com)
- Why do adviser clients claim Social Security earlier than you would think? (thinkadvisor.com)
- Not everyone is happier in retirement. (thinkadvisor.com)
- Moving states in retirement requires some careful planning. (investmentnews.com)
The biz
Fintech
- More startups are claiming they can use AI to serve more clients, more efficiently. (axios.com)
- Software provider NewRetirement just raised a $20 million round. (techcrunch.com)
Practice management
- Joe Duran on three keys to building a sustainable RIA brand. (citywire.com)
- What RIAs would benefit from a shared backoffice model? (citywire.com)
- How to leverage your client base to help find new hires. (citywire.com)
Advisers
- Justin Fitzpatrick, "Retirement planning that rejects success/failure framing can help clients understand that a realistic retirement journey involves not failure, but adjustments." (thinkadvisor.com)
- How to pull off an in-person retreat for a virtual team. (kitces.com)
- The SEC is not done cracking down on non-compliant text messaging. (thinkadvisor.com)
- Solo 401(k) contribution math can be tricky. (obliviousinvestor.com)