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 risk tolerance questionnaires are so flawed.
Quote of the Day
"In an industry that’s under fee compression, you have two choices. You can cut your fees and be like everybody else, or you can increase your value — and the value that you increase has to be far more than the fee that you may charge."
(David Karp)
Podcasts
- Jeff Ptak and Christine Benz talk with Mike Piper about Social Security claiming decisions and the Roth IRA debate. (morningstar.com)
- Mike Boyd talks with Frazer Rice about decision making for wealthy families. (businessoffamily.net)
- Michael Kitces talks with Paul Saganey who is the President and Founder of Integrated Partners about building better relationships with CPAs. (kitces.com)
The biz
- Robo-advisors failed to take over the industry but they forced incumbents to change, big time. (thinkadvisor.com)
- Why Schwab ($SCHW) is taking longer to integrate TDA. (riabiz.com)
Communications
- Going into a meeting? Prepare questions, not answers. (danielsolin.com)
- Video vs. podcast: things to keep in mind. (advisorperspectives.com)
- The many pitfalls inherent in testimonial marketing. (riaintel.com)
- What questions clients are asking Barry Ritholtz. (thinkadvisor.com)
Taxes
- A capital gains tax hike would have less of an effect on retirees. (vox.com)
- Why 2021 may be the last, best opportunity to do Roth IRA conversions. (investmentnews.com)
- How clients can maximize recovery rebate checks in 2021. (kitces.com)
Products
- Only a minority of advisers have embraced cryptocurrencies for client portfolios. (investmentnews.com)
- Why home equity lines are so hard to get these days. (wsj.com)
- When it comes to immediate annuities you have revisit pricing (and financial strength) on a regular basis. (papers.ssrn.com)
Advisers
- When you are in the midst of a paradigm shift you don't necessarily know it. (alliancebernstein.com)
- Why financial advisers need to encourage women to be full participants in the planning process. (financial-planning.com)
- Not every adviser wants to run a practice focused on growth. (financial-planning.com)
