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 identify your ideal client.
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Retirement planning
- Retirement bucket strategies are a one-way street. (advisorperspectives.com)
- Five reasons why decumulation is so difficult. (anderson.ucla.edu)
Psychology
- What words resonate with different generations of millionaire investors. (thereformedbroker.com)
- Parents talk to their daughters and sons differently about money. (fastcompany.com)
The biz
- It's hard to overstate the position of the big four (Fidelity, Vanguard, Schwab and TDA). (thinkadvisor.com)
- Riskalyze CEO Aaron Klein looks at the big fintech news from December. (wealthmanagement.com)
Advisers
- Why even the ultra-wealthy could benefit from reviewing their spending. (nytimes.com)
- Wealth managers don't need to put up with bad client behavior. (ft.com)
- Optimal portfolios need not be the best portfolios for clients. (blogs.cfainstitute.org)
- Michael Kitces talks with Kathleen Rehl author of “Moving Forward on Your Own” on the unique financial challenges facing widows. (kitces.com)
- Why you don't want to buy financial services from conflicted advisers. (tonyisola.com)
