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 people who are set to impact the wealth management industry in 2022.
Quote of the Day
“Omicron in particular is a major blow to everyone’s ability to plan. It feels like one thing after another, and I think this is all very discouraging for people.”
(Abigail Sussman)
Podcasts
- Michael Kitces talks with Melanie Milam of Gateway Financial Partners about her structured approach to connecting with clients. (kitces.com)
- Tim Ranzetta talks with Ted Benna about the past, present and future of the 401(k). (ngpf.org)
Fintech
- iCapital raised more capital at a $6 billion valuation. (riaintel.com)
- Digital estate planning software developer Vanilla is hiring. (wealthmanagement.com)
- Conquest Planning is jumping into the crowded financial planning market. (wealthmanagement.com)
- Alto’s self-directed IRA platform just raised new capital. (techcrunch.com)
Taxes
- Higher inflation means 'bracket creep' is back. (financial-planning.com)
- Not every tax measure is indexed to inflation. (wsj.com)
- The IRS is understaffed and overwhelmed. (bloomberg.com)
Vanguard
- The Vanguard situation shows the challenges of technology-related spikes in customer calls. (investmentnews.com)
- Complaints about Vanguard's technology pre-dated the year-end outage. (riabiz.com)
Practice management
- Four lessons from Bill McNabb about building out an advisory practice including 'Simplicity rules.' (financial-planning.com)
- Advisers are in no hurry to get back to the office. (investmentnews.com)
Advisers
- Dave Nadig talks with Dasarte Yarnway about the future of financial advice and his vision for the Onyx Advisor Network. (etfdb.com)
- Another example showing advisers don't want to have to worry about their technology needs. (riabiz.com)
- Is showing younger clients long-term Monte Carlo-based projections counterproductive? (investmentnews.com)
- Why the CFP may not be the first best credential for those getting into wealth management. (financial-planning.com)
- How to write more compelling online content including 'Use dialogue.' (blogs.cfainstitute.org)
- Should advisors help clients with their credit card rewards? (kitces.com)
