Adviser links: survival tactics
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 Carlson talks with Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” (youtube.com)
- Dave Nadig talks with Zach Conway, Founder and CEO of Seeds. (etf.com)
Advisers
- Family offices are seemingly everywhere these days. (wsj.com)
- Bad actors don't disappear, they often just move firms. (alphaarchitect.com)
- Some common marketing rule missteps. (fa-mag.com)
- Business owners need to manage their finances differently. (citywire.com)
- Pro bono and philanthropic can help attract advisers. (citywire.com)
- The case against adding additional money to Trump Accounts. (kitces.com)
- Financial planning isn't about optimization. (investmentnews.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
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