Adviser links: the reality of aging
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
- Frazer Rice talks with Ted Merz, of Principals Media, about how social media works for companies these days. (frazerrice.com)
- Scott Martin talks with Zach Conway, CEO of Seed Investor, about how to best use direct indexing. (thewealthadvisor.com)
- Josh Brown talks with Sarah Solomon about why financial planners are reporting record-high compensation and job satisfaction. (youtube.com)
The biz
- RIA investors are moving away from old fashioned roll-up operators. (riabiz.com)
- Schwab ($SCHW) wants to compete with Fidelity in 401(k) recordkeeping. (riabiz.com)
- Flourish and Orion want to disrupt the big banks. (riabiz.com)
Advisers
- When prospects say its about fees, there's a good chance it's not about fees. (advisorpedia.com)
- Research shows people diagnosed with dementia show larger declines in net worth. (nber.org)
- On the how (and when) to pass down wealth. (hellomortal.substack.com)
- Student debt has a real impact on how people live their lives. (alphaarchitect.com)
- Financial advisers are not immune from burnout. (tim.signaturefd.com)
- Why no one is moving to fix Social Security. (paulkrugman.substack.com)
- Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com)
- Every adviser makes mistakes. (xyplanningnetwork.com)
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