Adviser links: controlling the controllable
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Ben Johnson talks with Michael Gates, Blackrock's head of model portfolio solutions for the Americas. (morningstar.com)
- Josh Brown talks with Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement. (youtube.com)
- Michael Kitces talks with Lisa Crafford who is the head of advisory of Constellation Wealth Capital. (kitces.com)
- Brendan Frazier on how to better design your time to help grow your practice. (podcasts.apple.com)
Education
- Ric Edelman will serve as founding head of Rowan University's new School of Financial Planning. (thinkadvisor.com)
- The CFP Board is raising revenue in a number of ways. (riabiz.com)
Advisers
- How to build career growth plans for associate advisers. (kitces.com)
- The standard for selecting alternative managers is just higher. (citywire.com)
- The popularity of tax-aware strategies is booming. (awealthofcommonsense.com)
- Why clients fail to follow through. (kitces.com)
- More solo-agers require support as they age. (marketwatch.com)
- The 1983 revamp of Social Security worked. A fix is now increasingly urgent. (crr.bc.edu)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com)
- Why women get worse financial advice. (klementoninvesting.substack.com)
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