Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the potential pitfalls from testimonial marketing.
Quote of the Day
"[Decumulation is] an expensive and elaborate process. It takes time. It’s more complex, time consuming, and who is going to compensate the financial advisor for this time-consuming process?"
(Moshe Milevsky)
Podcasts
- Christine Benz and Jeff Ptak talks all things annuities with Kerry Pechter. (morningstar.com)
- Samantha Russell talks with Penny Phillips who is President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting. (fmgsuite.com)
- Michael Kitces talks about serving a niche (LGBTQ) clientele with Leighann Miko who is the founder of Equalis Financial. (kitces.com)
- Venrock partner Nick Beim speaks with Jason Wenk, founder and CEO of Altruist, about his mission to increase the accessibility of great financial advice. (venrock.com)
Taxes
- Tax law changes are coming, but don't jump before we know what's happening. (morningstar.com)
- What's in the proposed “Secure 2.0” bill including increased the RMD age to 75. (retirementincomejournal.com)
- Tax law changes are likely to accelerate the shift from mutual funds to ETFs. (ft.com)
Fintech
- InvestCloud has purchased Advicent, with the NaviPlan name going away. (riabiz.com)
- The latest happenings in adviser fintech including TinFin Group continues to build out its suite of offerings. (kitces.com)
M&A
- The story of how educator Ron Rhoades sold his practice to a bigger firm. (riabiz.com)
- Dynasty Financial Partners is now buying non-controlling stakes in partner affiliates. (citywireusa.com)
Practice management
- How to name your wealth management firm by avoiding cliches. (advisorperspectives.com)
- The future of financial advice is specialization. (advisorperspectives.com)
- Eight things to keep in mind when working with Latino clients. (morningstar.com)
- The best advisers act as coaches not experts. (investmentnews.com)
Advisers
- Cass Sunstein, "Noise is unwanted variability. Each of us is noisy, some more than others. We’re learning that noise is often the most important “character” in human life." (thinkadvisor.com)
- Do cryptocurrencies belong in robo-advisor portfolios? (investmentnews.com)
- The gender financial literacy gap is due in part to confidence, not a lack of knowledge. (papers.ssrn.com)
- What advisers can take away from the Gates divorce. (investmentnews.com)
- The vaccine debate has moved into the office. (investmentnews.com)
