Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

MARCH 15, 2024

Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Longform links: false empowerment.

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Abnormal Returns

APRIL 1, 2024

morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

NOVEMBER 4, 2024

awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Compliance 162

Abnormal Returns

JANUARY 20, 2023

variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. on.ft.com) The CPA shortage is real.

Investing 246

Investing Investments Startup Financial Advising 246

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

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

APRIL 30, 2023

thebasispoint.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Wealth Management Media Planning 246

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. investmentnews.com) The pros and cons of going solo.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Wealth Management

DECEMBER 27, 2023

Unlock the secrets behind successful financial advising.

Wealth Management 115

Wealth Management Management Financial Advising Assets 115

Abnormal Returns

DECEMBER 16, 2024

Podcasts Josh Brown talks practical adviser marketing with Samantha Russell of FMG Suite. youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. podcasts.apple.com) Hiring Adviser hiring is not a just-in-time exercise. Then check out our weekly e-mail newsletter.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

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

JANUARY 13, 2025

kitces.com) 9 questions for Bob Veres about future of wealth management. morningstar.com) Financial advisers are warming to crypto. (advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. citywire.com) How Solo 401(k) contributions can affect your Sec.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Abnormal Returns

NOVEMBER 27, 2023

(kitces.com) Advisers The upside of the Dave Ramsey controversy. thinkadvisor.com) The case for managing income more closely in retirement. advisorperspectives.com) Why financial advisers should have their own financial houses in order. rogersplanning.blogspot.com) What we fight about when we fight about money.

Financial Advising 278

Financial Advising Retirement Management Sales 278

Abnormal Returns

JANUARY 8, 2024

(podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers. riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college.

Financial Advising 278

Financial Advising Retirement Consulting Banking 278

Abnormal Returns

MARCH 13, 2023

papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. riaintel.com) SEC The SEC is looking for more resources to conduct adviser examinations.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency.

Recruitment 254

Recruitment Financial Advising Retirement Insurance 254

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 174

Financial Advising Wealth Management Portfolio Management Investment Advisor 174

Wealth Management

MAY 13, 2024

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

Financial Advising 111

Financial Advising Investing Investments Insurance 111

Carson Wealth

JULY 12, 2022

Specialized financial planning designations are as plentiful as stars in the sky. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. Investments and Wealth Management.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Estate Planning 130

Estate Planning Financial Advising Wealth Management Compliance 130

Wealth Management

NOVEMBER 15, 2024

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising 104

Financial Advising Financial Planning Planning Investing 104

Abnormal Returns

JUNE 19, 2023

advisorperspectives.com) A summer reading list for financial advisers including "Out of Office: Unlocking the Power and Potential of Hybrid Work" by Charlie Warzel and Anne Helen Petersen. (institutional.vanguard.com) Why we should all be investing more in our health: insights from Peter Attia's new book "Outlive." kitces.com)

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Abnormal Returns

DECEMBER 26, 2022

morningstar.com) Why Morningstar ($MORN) is optimistic its new portal can help financial advisers simplify their setups. (mikemelissinos.substack.com) On the difference between risk tolerance and risk perception. morningstar.com).

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. (blockworks.co) Podcasts Michael Kitces talks with Ramit Sethi about how he helps people shape their “rich life” and focus on spending money on the things they love.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Abnormal Returns

JANUARY 23, 2023

(wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients.

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 116

Financial Advising Financial Services 116

Abnormal Returns

OCTOBER 3, 2022

riabiz.com) Dynasty Financial is raising additional capital to bridge it to an eventual IPO. riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Abnormal Returns

JANUARY 18, 2023

washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 105

Financial Advising Financial Services 105

Abnormal Returns

NOVEMBER 20, 2023

crr.bc.edu) Financial advisers are above all educators. protected' differently. thinkadvisor.com) What clients need to know about equity compensation. gusto.com) The annuity puzzle and what people think about longevity risk. wealthmanagement.com)

Financial Advising 147

Financial Advising Distribution Education Clients 147

Abnormal Returns

APRIL 24, 2023

thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. advisorperspectives.com) Some real-world insights from “More Than Money: Real-Life Stories of Financial Planning.”

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Abnormal Returns

DECEMBER 11, 2023

(riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning. kindnessfp.com) On the differences between being a solo adviser and being a part of a big RIA. thinkadvisor.com) Why financial advisers should budget around the possibility of bonuses.

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

Abnormal Returns

NOVEMBER 21, 2022

(wsj.com) Advisers How to recruit, train and retain next generation advisers. riabiz.com) What mid-life women need from a financial adviser. investmentnews.com) A Q&A with Jamie Hopkins co-author of “Find Your Freedom: Financial Planning for a Life on Purpose.”

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

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. wealthmanagement.com) How wealth affects our thinking. (advisorperspectives.com) Reflections on three years in business, including thoughts on hiring.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

Abnormal Returns

DECEMBER 23, 2024

(financial-planning.com) How to reduce bias in your hiring process. wsj.com) Are you a financial adviser looking for some out-of-the-box thinking? kitces.com) ETF wholesalers are in short supply. riaintel.com) Annuity sales are booming. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com)

Financial Advising 147

Financial Advising Compliance CFP Retirement 147