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 dangers of high inflation, especially early, in retirement.
Quote of the Day
"The key to a productive meeting is listening to the answers to your questions and asking suitable follow-up questions."
(Dan Solin)
Podcasts
- Michael Kitces talks with David Ortiz, the founder of Financial Chef, about his unique approach to providing financial advice. (kitces.com)
- Jess Bost talks with Thomas Kopelman about how to build a social media strategy. (youtube.com)
Compliance
- How McKinsey's in-house RIA got on the bad side of the SEC on compliance. (riabiz.com)
- Another off-shore tax scheme goes wrong. (wsj.com)
The biz
- What it takes to build an advice-only financial planning firm. (kitces.com)
- RIA M&A bankers are full-up on business. (citywireusa.com)
Millennials
- Millennials who seek financial advice still have DIY apps including crypto. (thinkadvisor.com)
- Three tips to better work with Millennial clients including 'Engage compassionately.' (barrons.com)
Retirement
- Retirement planning is about a whole lot more than making your money last. (nytimes.com)
- It's hard, but not impossible, to change people's spending decisions in retirement. (barrons.com)
- How to make better estimates of longevity. (evidenceinvestor.com)
Advisers
- Some people are wary of engaging a financial adviser due to fear of being judged. (kitces.com)
- How to tell clients that they are NOT a fit. (advisorperspectives.com)
- 2021 is turning out to be a big year for charitable giving. (axios.com)
- The top 20 Nerd's Eye View blog posts you may have missed this year. (kitces.com)
- Take care of yourself. (thereformedbroker.com)
