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 discuss lifestyle inflation with clients.
Adviser links
- How to apply Jack Bogle's principles to the investment management industry. (evidenceinvestor.com)
- Vanguard has clarified its ownership status in recent SEC filings. (philly.com)
- Michael Kitces, "Ultimately though, the most important thing for business owners and their advisors to realize is that the Section 199A deduction’s complexities go far beyond just the calculation of the deduction itself." (kitces.com)
- Taking a lump-sum distribution can induce a great deal of anxiety. (ft.com)
- 'Moderate risk portfolios' differ across countries. (thinkadvisor.com)
- Fixed annuities are an important tool to offset longevity risk. (wsj.com)
- Michael Kitces talks with Carl Richards about the value of 'real financial planning.' (kitces.com)
- Amazon ($AMZN) and Fidelity are teaming up to bring more technology to the advisor front. (riabiz.com)
- A round-up of all the goings on in the advisor technology space in February. (kitces.com)
- The C-suite needs specialized financial planning services. (advisorperspectives.com)