Financial Advising Related Topics 
Nerd's Eye View
JUNE 17, 2024
Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.
Abnormal Returns
DECEMBER 25, 2023
morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)
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Abnormal Returns
APRIL 22, 2024
mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. Robo-advisors and financial advisers are complements. bloomberg.com) No surprise here.
Abnormal Returns
JANUARY 5, 2024
msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well.
Abnormal Returns
JANUARY 29, 2024
(theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'? blairbellecurve.com) Are financial advisers slowly becoming life coaches? davenadig.substack.com) Advisers The most common reasons why clients keep their financial adviser.
Abnormal Returns
AUGUST 26, 2024
Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry.
Abnormal Returns
JUNE 23, 2024
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on Abnormal Returns. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.
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