Adviser links: the latest gadgets
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
- Michael Kitces talks with David Grau, Jr., President of Succession Resource Group, about getting succession right. (kitces.com)
- Frazer Rice talks with Charles “Chuck” Rettig about how to best deal with the IRS. (podcasts.apple.com)
Schwab
- Charles Schwab ($SCHW) is raising fees for advisory referrals. (citywire.com)
- Charles Schwab ($SCHW) has named a new head of digital assets. (thinkadvisor.com)
The biz
- Josh Brown, "Every entrepreneur I talk to in the wealth business is scrambling to add services, not cut fees. From a profitability standpoint, this may be a distinction without a difference - it’s margin compression (because you have to hire more people) rather than a fee compression." (downtownjoshbrown.com)
- On the looming adviser shortage, per McKinsey. (mckinsey.com)
- Advisory firms need to be flexible looking for the next generation of talent. (thinkadvisor.com)
Advisers
- Two reasons why advisers struggle to attract new clients. (citywire.com)
- How to determine the best CFP education program for you. (kitces.com)
- Family offices should have a holistic view of family wealth and capital. (craincurrency.com)
- A profile of musician turned adviser Ramin Abrams of Concurrent Investment Advisors. (citywire.com)
- Get those retirement account beneficiaries correct. (thinkadvisor.com)
- Estate plans are a gift for the next generation. (wealthmanagement.com)
