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.
Podcasts
- Daniel Crosby talks behavioral coaching with Brendan Frazier. (standarddeviationspod.com)
- Michael Kitces talks with Andrew Miller who is the founder of OLIO about pricing services based on client complexity. (podcasts.apple.com)
- Rick Ferri talks fiduciary duties with Jim Watkins. (bogleheads.podbean.com)
People to watch
- 10 people to watch in Wealth Management in 2022. (barrons.com)
- 22 people who will transform wealth management in 2022. (financial-planning.com)
Advisers
- Pershing X is the custodian's plan to compete with Fidelity and Schwab ($SCHW). (riabiz.com)
- Vanguard faced a technical nightmare going into year-end. (riabiz.com)
- Fear keeps many Americans from reaching out for financial help. (wsj.com)
- The best books for financial advisors in 2021 including "The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make" by Ron Lieber. (financial-planning.com)
