Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how advisers should work with tax professionals.
Quote of the Day
"The most successful advisors function as mentors for their clients, improving their financial literacy and serving as a reliable support system."
(Matt Sommer)
Retirement
- JP Morgan Asset Management's 'Guide to Retirement.' (am.jpmorgan.com)
- How longevity literacy affect financial wellness in retirement. (papers.ssrn.com)
- Why getting charitable giving in retirement right is challenging. (fa-mag.com)
Headcount
- RIAs need to do a better job of recruitment AND retention. (riabiz.com)
- The battle for adviser talent will only grow. (advisorperspectives.com)
Practice management
- Why RIAs need to focus on organic growth. (wealthmanagement.com)
- The vast majority of advisory firms are stuck below $1 billion in AUM. (investmentnews.com)
- RIAs were never conflict-free. (investmentnews.com)
Investing
- Buffer ETFs are not a set-it-and-forget-it strategy. (etf.com)
- Why advisers can't ignore crypto any more. (fa-mag.com)
Alts
- Should RIAs recommend funds managed by their PE-backers? (citywire.com)
- Family offices typically go direct for their alts. (institutionalinvestor.com)
Advisers
- Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan." (kitces.com)
- Orion Advisor Solutions is raising prices. (riabiz.com)
- Estate planning is growing in importance for advisers. (thinkadvisor.com)
- How to track the value of your marketing efforts. (kitces.com)
- People undergoing divorce need a range of financial planning services. (investmentnews.com)
- Lessons learned from the RICP curriculum. (flowfp.com)