Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why the new SECURE Act will spur more Roth IRA conversions.
Quote of the Day
"Having a financial advisor who knows what's going on in your financial life and portfolio is also the gold standard for helping ensure that nothing falls through the cracks if you become incapacitated or die."
(Christine Benz)
Podcasts
- Michael Kitces talks with DeLynn Zell who is the founder and CEO of Bridgeworth Financial, about building advisory firm that would sustain past the founders. (kitces.com)
- Eric Balchunas and Joel Weber look at the year ahead for ETFs. (bloomberg.com)
SECURE Act
- A comprehensive look at all the new provisions in the SECURE Act. (kitces.com)
- A closer look at the SECURE Act's impact on RMDs. (humbledollar.com)
- Eight things to know about the SECURE Act. (whitecoatinvestor.com)
The biz
- DFA is getting more aggressive on fund pricing and hinting at a push into ETFs. (riabiz.com)
- Vanguard is in a number of ways behind the competition. What they are planning to catch up. (barrons.com)
Advisers
- Why Ritholtz Wealth Management doesn't have an advisor hiring goal. (thereformedbroker.com)
- Advisers are drowning in fintech choices. (investmentnews.com)
- What the HBO show 'Succession' can teach us about estate planning. (barrons.com)
- What to do if your client inherits farmland. (wealthmanagement.com)
- 20 Nerd's Eye View posts you may have missed in 2019 including "How The Financial Planning Process Differs For Young Clients: Not Simpler, But Different Complexities." (kitces.com)
