The biz
- Advisers are likely discounting fees to keep clients when its not necessary. (financial-planning.com)
- Do RIAs need to consider a retainer model? (blogs.cfainstitute.org)
Behavior
- Daniel Kahnneman on how advisers can help clients avoid regret. (etf.com)
- A big part of an adviser's job is just listening and being empathetic. (petetheplanner.com)
- Why you need a financial adviser. (barrons.com)
Working with creatives
- How Kristen Lee helps artists and celebrities manage their money and spending. (thecut.com)
- The ins and outs of working with the creative class on their financial lives. (thecreativeindependent.com)
Links
- Why do we make the idea of being a fiduciary more complicated than it needs to be? (wealthmanagement.com)
- How RIAs should structure their businesses to maximize tax preferences for pass-through entities. (kitces.com)
- Some thoughts on what young advisers bring to the table. (thereformedbroker.com)
- A financial adviser book list for the Summer of 2018 including "When" by Daniel Pink. (kitces.com)
- Personal finance links: starting small. (abnormalreturns.com)
0 coment�rios: