Empowering Wealth Managers: The Hidden Value in Asset Management Programs
Wealth Management
DECEMBER 27, 2023
Unlock the secrets behind successful financial advising.
Adviser links: an honest promise
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.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
Adviser links: proactive communication
Abnormal Returns
JANUARY 20, 2025
Podcasts The 22 financial adviser podcasts to listen to in 2025. riabiz.com) Fidelity gets called out for strong-arming an adviser to generate more fees. riabiz.com) M&A Wealth management M&A keeps rolling on. citywire.com) Putting some numbers on the coming wave of adviser retirement.
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Regulators Must Distinguish Financial Advisement from Investment Advisement
Wealth Management
MAY 13, 2024
How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.
Adviser links: success rates
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.
Adviser links: old school thinking
Abnormal Returns
APRIL 22, 2024
youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. 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.
Unlocking New Revenue with AI in Financial Advising
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.
Adviser links: demonstrating confidence
Abnormal Returns
OCTOBER 30, 2023
(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. kitces.com) AI How recommendation engines could work in wealth management. riaintel.com) How AI will play a role in the provision of financial advice. fa-mag.com)
Focused on the Future: Unlocking the Future of Financial Advising with George Nichols
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.
Adviser links: structuring compensation
Abnormal Returns
DECEMBER 4, 2023
Ali is a corporate marketing advisor who has seen many sides of the wealth management business. podcasts.apple.com) The biz Software is eating financial advice. theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. riabiz.com) Demand for financial advice is only increasing.
Focused on the Future: Unlocking the Future of Financial Advising with George Nichols
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.
Monday links: falling profitability
Abnormal Returns
JULY 15, 2024
sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. obliviousinvestor.com) Not a lot of fund managers brag about their losses. ft.com) Are total bond funds still a thing?
Adviser links: limited progress
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riaintel.com) HNW clients want additional services.
Wednesday links: quitting books
Abnormal Returns
SEPTEMBER 6, 2023
wsj.com) Money management Wealth management is a growth business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (quietwealth.com) Equities Small value stocks are even cheaper than normal. blog.validea.com) China's stock market is cheap, but is it investable?
Adviser links: technology bets
Abnormal Returns
MAY 29, 2023
ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.
Adviser links: exciting plans
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.
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Adviser links: getting really clear
Abnormal Returns
APRIL 1, 2024
Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.
Friday links: a less predictable world
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.
Monday links: attention as an asset class
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?
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Friday links: the most important investing skill
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 ($NFLX) stands going into the post-Reed Hastings era. on.ft.com) The CPA shortage is real.
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Adviser links: forces you cannot control
Abnormal Returns
DECEMBER 25, 2023
morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)
Adviser links: after-tax returns
Abnormal Returns
AUGUST 26, 2024
Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. investmentnews.com) The pros and cons of going solo.
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Sunday links: hours wasted
Abnormal Returns
APRIL 30, 2023
thebasispoint.com) First Republic ($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.
Five Keys to Winning Wealth
Wealth Management
NOVEMBER 15, 2024
Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.
Revolutionizing Retirement Planning: Income Lab's Next-Gen Approach
Wealth Management
OCTOBER 19, 2023
Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.
Adviser links: confident humility
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.
Adviser links: organic growth
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.
What to Know About Buying Bonds in a Rocky Market
Wealth Management
NOVEMBER 16, 2023
Financial advisers have a few concerns. Recent volatility has everyday investors looking to credit markets for the first time in years — or in some cases ever.
Adviser links: a sense of purpose
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.
Is Now the Right Time to Invest in Bitcoin?
Wealth Management
MARCH 11, 2024
The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.
Adviser links: safety and reliability
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.
Adviser links: advancing your business
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.
Adviser links: people vs. systems
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)
Adviser links: holistic financial guidance
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.
Adviser links: pondering contingencies
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.
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Finance Pros Find Lessons for Today in Their Biggest Blunders
Wealth Management
JULY 27, 2022
Financial advisers share the biggest mistakes and best money moves they made in past downturns.
MiB: Meir Statman on the Intersection of Finance & Life
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.”
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
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.
Adviser links: complex things
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)
Logistics Firm Terra Worldwide Explores $1 Billion Sale
Wealth Management
AUGUST 1, 2022
The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.
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Adviser links: making sense in hindsight
Abnormal Returns
JUNE 19, 2023
advisorperspectives.com) A summer reading list for financial advisers including "Out of Office: Unlocking the Power and Potential of Hybrid Work" by Charlie Warzel and Anne Helen Petersen. (institutional.vanguard.com) Why we should all be investing more in our health: insights from Peter Attia's new book "Outlive." kitces.com)
Adviser links: fee increases
Abnormal Returns
DECEMBER 26, 2022
morningstar.com) Why Morningstar ($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).
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Adviser links: behavioral considerations
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.
Adviser links: the overarching idea
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.
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