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Adviser links: a strong indicator
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
- Carl Richards and Michael Kitces talk about how advisers can use ChatGPT. (kitces.com)
- Laurence Kotlikoff talks with Allan Roth. (larrykotlikoff.substack.com)
Charles Schwab
- Charles Schwab ($SCHW) has $10.1 trillion in total client assets. (finance.yahoo.com)
- Charles Schwab ($SCHW) wants to grow its branch network. (riabiz.com)
Advisers
- Hiring is hard. (mywealthplanners.com)
- Should young professionals pursue a CFA or CFP? (awealthofcommonsense.com)
- How to engage with prospects who aren't ready to move forward...yet. (kitces.com)
- Spending is just one part of the retirement playbook. (morningstar.com)
- Longevity is a key component of financial planning. (thinkadvisor.com)
