Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to talk with clients about market risk.
Quote of the Day
"Being a true fiduciary and working in the best interest of your client is as much a matter of the heart of the advisor you are working with as it is a legal requirement. Doing what is in the best interest of your client can often be a meeting of the mind and the heart."
(Ashby Daniels)
Advice giving
- How financial advisors stack up among the big five personality traits. (kitces.com)
- How advisers can help coach 'independents' and 'accumulators.' (morningstar.com)
- How to give better advice. (scientificamerican.com)
Retirement planning
- A year-end tax planning guide for retirees. (morningstar.com)
- How to make RMDs work for your client. (morningstar.com)
- Mean reversion in equity prices has little effect on retirement planning. (theretirementcafe.com)
- Revisiting the 4% spending rule. (awealthofcommonsense.com)
The biz
- The five pillars of SEC cybersecurity requirements for RIAs. (kitces.com)
- Advisers aren't going to have a choice but become familiar with ESG. (bonefidewealth.com)
- Michael Kitces talks with Zach Teutsch of Values Added Financial about building a niche, retainer-based practice. (kitces.com)
Advisers
- On the importance of being 'less wrong.' (libertywealth.ky)
- Is your financial adviser doing a good job? (allaboutyourbenjamins.com)
- Donor-advised funds continue to grow in popularity. (nptrust.org)
- In the UK, robo-advisors are capturing a third of new account openings. (ft.com)
- Happy (or not) 40th birthday to the 401(k) plan. (barrons.com)
