Adviser links: a step backward
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- Michael Batnick talks with Leyla Kunimoto, co-founder of Accredited Investor Insights, about what advisors need to know about alts. (youtube.com)
- Blair duQuesnay talks with George Kinder about the (global) fiduciary standard. (blairbellecurve.com)
The biz
- Wealthfront ($WLTH) came public. The market yawned. (downtownjoshbrown.com)
- Vanguard continues to transform its C-suite. (riabiz.com)
- Altruist continues to make headway with advisers. (riabiz.com)
Practice management
- What your website needs including ‘Branding that builds trust.’ (xyplanningnetwork.com)
- What goes into associate adviser pay decisions. (kitces.com)
- How financial advisers work pro bono with individuals recently released from prison. (wealthmanagement.com)
- How teams can outperform solo practitioners. (fa-mag.com)
Advisers
- Three reasons why clients underspend. (kitces.com)
- Advisers provide clients with a very valuable service – optimism. (crr.bc.edu)
- Seven planning lessons from Warren Buffet’s (last) shareholder letter including ‘Model philanthropy.’ (wealthmanagement.com)
- Five lessons learned from financial advisers including ‘No shame in getting help.’ (mr-stingy.com)
- How auto-IRAs have expanded access. (crr.bc.edu)
- How box spreads work. (financial-planning.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- In praise of Bob Veres’ new book “A Behind-the-Scenes History of the Financial Planning Profession.” (roberthuebscher.substack.com)
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