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.

Financial Advising 262

Financial Advising Wealth Management Management Taxes 262

Wealth Management

NOVEMBER 15, 2024

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising 263

Financial Advising Investing Investments 263

Abnormal Returns

DECEMBER 16, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. thinkadvisor.com) What makes for a real financial adviser? Then check out our weekly e-mail newsletter. marknewfield.substack.com)

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. riabiz.com) Advisers Why clients change financial advisers. kitces.com) Brendan Frazier talks using behavioral finance with Dan Egan, Betterments Director of Behavioral Science. morningstar.com) Not every partner agrees on how hard to push on growth.

Communication 147

Communication Wealth Management Financial Advising Retirement 147

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)

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

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.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Abnormal Returns

JANUARY 22, 2025

ft.com) Finance Why PE managers are tapping non-traditional sources of capital, like financial advisers. (behaviouralinvestment.com) AI Hype, headlines and Stargate. spyglass.org) Google ($GOOGL) is making an additional investment in Anthropic. capitalallocators.com) What is 'parametric insurance' and what does it cover?

Financial Advising 147

Financial Advising Insurance Media Economy 147

Abnormal Returns

JANUARY 13, 2025

morningstar.com) Financial advisers are warming to crypto. (citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. kitces.com) 9 questions for Bob Veres about future of wealth management. axios.com)

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

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.

Financial Advising 272

Financial Advising Media Economy Economics 272

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.

Financial Advising 263

Financial Advising Financial Planning Risk Management Clients 263

Abnormal Returns

MAY 8, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econofact.org) Earlier on Abnormal Returns Personal finance links: hoarding points. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: top quartile funds.

Financial Advising 278

Financial Advising Media Banking Economy 278

Abnormal Returns

DECEMBER 9, 2024

thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown. (advisorperspectives.com) Reflections on three years in business, including thoughts on hiring. kindnessfp.com) HSA balances are largely getting used in the here and now.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

Abnormal Returns

SEPTEMBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (radleybalko.substack.com) Earlier on Abnormal Returns Personal finance links: mistake management. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: being early.

Investing 278

Investing Investments Financial Advising Media 278

Abnormal Returns

JUNE 3, 2024

(aei.org) Earlier on Abnormal Returns Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

AUGUST 19, 2024

(stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 298

Financial Advising Startup Manufacturing Media 298

Abnormal Returns

JUNE 18, 2024

abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

MAY 7, 2024

abnormalreturns.com) Adviser links: mission and purpose. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Research links: top quartile funds. abnormalreturns.com) What you missed in our Monday linkfest.

Electronics 287

Electronics Financial Advising Media Economy 287

Abnormal Returns

AUGUST 14, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (backofmind.substack.com) Earlier on Abnormal Returns Personal finance links: passing through. abnormalreturns.com) What you missed in our Tuesday linkest. abnormalreturns.com) Research links: real world finance.

Financial Advising 286

Financial Advising Economy Media Economics 286

Abnormal Returns

NOVEMBER 15, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: slow demand growth.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

JUNE 7, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: overcoming perfectionism. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the AI age.

Math 286

Math Financial Advising Media Economy 286

Abnormal Returns

AUGUST 26, 2024

(bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 279

Financial Advising Media Taxes Economy 279

Abnormal Returns

MAY 29, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Earlier on Abnormal Returns Personal finance links: prioritizing your future. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: social phenomena.

Financial Advising 292

Financial Advising Manufacturing Economy Media 292

Abnormal Returns

MAY 17, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: reviewing products. abnormalreturns.com) What you missed in our Thursday linkest. abnormalreturns.com) Longform links: inherent instability.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

NOVEMBER 6, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Earlier on Abnormal Returns Personal finance links: a worthy goal. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: a whole lot of factors. Then check out our weekly e-mail newsletter.

Financial Advising 173

Financial Advising Economy Media Sales 173

Abnormal Returns

JULY 3, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: our reliance on money. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: a valuable tool.

Startup 276

Startup Financial Advising Media Economy 276

Abnormal Returns

AUGUST 7, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Earlier on Abnormal Returns Personal finance links: a very simple philosophy. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: stuck in a rut.

Financial Advising 289

Financial Advising Economy Media Marketing 289

Abnormal Returns

JUNE 24, 2024

downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. (theirrelevantinvestor.com) Being a fiduciary should not be complicated. advisorperspectives.com) How the world of investing has changed in the past two decades.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

MAY 13, 2024

(econbrowser.com) Earlier on Abnormal Returns Adviser links: objectives and aspirations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 288

Financial Advising Education Manufacturing Media 288

Abnormal Returns

JULY 16, 2024

abnormalreturns.com) Adviser links: pondering contingencies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) A lifetime subscription is anything but. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Food Media Economy 278

Abnormal Returns

APRIL 8, 2024

(econbrowser.com) Earlier on Abnormal Returns Adviser links: elder finances. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Economy Manufacturing Media 278

Abnormal Returns

MAY 3, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (carsongroup.com) Earlier on Abnormal Returns Podcast links: under the sea. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the greatest possession. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Engineering Media Banking 278

Abnormal Returns

JULY 8, 2024

(wsj.com) Earlier on Abnormal Returns Adviser links: needless waste. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 277

Financial Advising Media Economy Marketing 277

Abnormal Returns

AUGUST 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (noahpinion.blog) Earlier on Abnormal Returns Podcast links: fading dominance. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: constraining future historians.

Financial Advising 263

Financial Advising Media Economy Numbers 263

Abnormal Returns

JULY 2, 2024

abnormalreturns.com) Adviser links: phased retirements. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (kyla.substack.com) Earlier on Abnormal Returns Research links: a valuable tool. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 276

Financial Advising Economy Media Retirement 276

Abnormal Returns

SEPTEMBER 16, 2024

(newyorker.com) Earlier on Abnormal Returns Adviser links: going back to work (abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 289

Financial Advising Media Economy Marketing 289

Abnormal Returns

APRIL 30, 2024

abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marginalrevolution.com) Earlier on Abnormal Returns Research links: persistent risks. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 289

Financial Advising Communication Media Economy 289

Abnormal Returns

AUGUST 22, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: improved affordability. Then check out our weekly e-mail newsletter.

Financial Advising 275

Financial Advising Media Manufacturing Economy 275