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 case for over-investing in your staff.
Quote of the Day
"Picking ETFs is not the challenge. It’s a means to an end. The “end” being a sound strategy for enjoying the final third (or quarter) of our lives without fear, without guilt or hesitation."
(Joshua Brown)
Podcasts
- Altruist founder Jason Wenk talk about guiding principles for advisers with former Vangurd CEO Bill McNabb. (grow.altruist.com)
- Michael Kitces talks with Cody Garrett who is the founder of Measure Twice Financial about using an 'advice-only' model. (podcasts.apple.com)
- Caitlin Cook talks all things fintech with Nicole Casperson. (open.spotify.com)
The biz
- After buying Lockton Companies, Creative Planning looks a lot more like its big competitors. (riabiz.com)
- KKR ($KKR) has made a notable investment in Beacon Point Advisors. (barrons.com)
- Fidelity is launching Guaranteed Income Direct which will allow retirement plan participants to annuitize their funds. (thinkadvisor.com)
Taxes
- How to do tax planning when tax laws are up in the air. (morningstar.com)
- A Q&A with Jeffrey Levine of Buckingham Wealth Partners about upcoming tax changes. (thinkadvisor.com)
Social media
- A profile of Doug Boneparth of Bone Fide Wealth on the art of using Twitter. (barrons.com)
- Social media influencers are an increasingly important marketing channel for fintech. (investmentnews.com)
Advisers
- The 11 'best' conferences for financial advisers set for 2022. (kitces.com)
- How advisers are helping clients navigate the 'Great Resignation.' (investmentnews.com)
- Do financial advisors transmit their biases to clients? The answer is yes. (alphaarchitect.com)
- How to help couples maximize their Social Security benefits. (thinkadvisor.com)
- The pros and cons of donor-advised funds. (wsj.com)
