Adviser links: doing more and more

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week‚Äôs links including a look at the performance of buffet ETFs. Quote of the Day "What does it mean then for financial planning firms if financial planners are doing more and more with every passing year, with more done by fewer people?" (Daniel Yerger) Podcasts - Michael Batnick talks with Robb Baldwin, ‚Ā†CEO of TradePMR (youtube.com) - Michael Kitces talks with David Brooks, founder of Retire SMART, about investing in education. (kitces.com) Charles Schwab - Charles Schwab ($SCHW) plans to raise the client asset minimum for a referral from $2m to $5m. (citywire.com) - More signs that Schwab is trying to convert customers into clients. (riabiz.com) - The number of $5 million clients is limited. (citywire.com) The biz - How Vanguard entered the custom model portfolio business. (riabiz.com) - Morgan Stanley Wealth Management is opting out of the Forbes 'Top Advisor' rankings. (riabiz.com) - Why Fidelity opted out of the tax-aware long-short business. (fa-mag.com) Taxes - The number of cash balance plans is soaring. (wsj.com) - Double check your clients QCDs on Form 1099-R. (morningstar.com) Alternatives - How one big bank pushes PE investments. (thealtview.substack.com) - RIAs are building their own interval alternatives funds. (altgoesmainstream.substack.com) Advisers - Vibe coded apps aren't going to run your practice. (kitces.com) - Financial planner as conductor, not quarterback. (mywealthplanners.com) - Everyone needs a Trusted Contact. (wealthmanagement.com) - How to help clients revisit their beneficiary designations. (rethinking65.com) - Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) - What do Americans know about Social Security's funding status? (investmentnews.com)