Adviser links: making ourselves usefulPost author:Post published:January 25, 2021Post category:FinancePost comments:0 CommentsTable of Contents PodcastsCharles SchwabM&ARetirement planningAdvisersPodcastsChristine Benz and Jeff Ptak talk with George Kinder, founder of the life planning movement. (morningstar.com)Michael Kitces talks with Alex Hopkin, founder of Simply Paraplanner, a job board and training portal for virtual paraplanners across the U.S. (kitces.com)Justin Castelli talks with Tyrone Ross Jr. the CEO of OnRamp about finding purposes and passion. (allaboutyourbenjamins.com)Frazer Rice talks with David C. Wells Jr., CEO of Family Capital Strategy, “When Anything is Possible – Wealth and the Art of Strategic Living.” (frazerrice.com)Charles SchwabSome RIAs have noticed a drop off in customer service at the new Charles Schwab ($SCHW). (riaintel.com)Charles Schwab ($SCHW) admits the TDA integration has been rocky. (wealthmanagement.com)M&AMore capital is coming into play in the RIA M&A space. (riaintel.com)A new aggregator, Journey Strategic Wealth, is on the scene. (wealthmanagement.com)Retirement planningWhy it makes sense to bridge to a later Social Security claiming date. (obliviousinvestor.com)Remember RMDs? They’re back for 2021. (financial-planning.com)AdvisersThe competition to provide advisers with low-cost insurance products, like annuities, is only growing. (riabiz.com)Financial advice is an intangible service, so tangible deliverables are important. (kitces.com)Financial planning ultimately isn’t about money. It’s about what people can do with their money. (advisorperspectives.com)How a yoga practice made for a better financial planner. (sofiafinancial.com)More advisers are earning the CAIA designation. (riaintel.com) You Might Also Like Top clicks this week on Abnormal ReturnsJanuary 24, 2021 Personal finance links: your brain on moneyJanuary 24, 2021 Tuesday links: winner-take-most marketsJanuary 24, 2021Leave a Reply Cancel replyCommentEnter your name or username to commentEnter your email address to commentEnter your website URL (optional) Save my name, email, and website in this browser for the next time I comment.