Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at some tips on how to pass the CFP exam.
Quote of the Day
"The greater willingness to admit not knowing hurts women on financial literacy tests, but it may make them ideal clients. The willingness to say "I don't know" suggests humility and openness to learning, which can contribute to a good advisor-client relationship."
(Sarah Newcomb and Samantha Lamas)
Podcasts
- Steven Atkinson talks with Megan Gorman of Chequers Financial Management about the value of authenticity. (buckinghamstrategicpartners.com)
- Daniel Crosby talks with Meghaan Lurtz about providing empathetic financial advice. (standarddeviationspod.com)
401(k) plans
- Small 401(k) plans are still behind the eight ball. (morningstar.com)
- Frazer Rice talks with James Watkins about the implications of the Hughes vs Northwestern case. (frazerrice.com)
Books
- An excerpt from Wade Pfau's new book "Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement." (advisorperspectives.com)
- Ric Edelman has a new book about crypto coming out in May. (citywireusa.com)
Crypto
- What's the difference between crypto staking vs. lending? (thinkadvisor.com)
- How Meow provides compliant-access to crypto lending. (awealthofcommonsense.com)
- What you need to know about crypto staking. (thinkadvisor.com)
The biz
- Indyfin's Investor Experience Platform wants to be the Yelp for advisers. (wealthmanagement.com)
- Why Wealthfront sold to UBS. (thinkadvisor.com)
Rules and regulation
- New rules are coming inherited IRAs. (kitces.com)
- What Social Security reforms are on the table? (investmentnews.com)
- About 1 in 5 RIAs were examined by the SEC last year. (investmentnews.com)
Advisers
- The IRS is backed up. (nytimes.com)
- How having a niche make for better and more efficient marketing. (kitces.com)
- A Vanguard report shows that clients of human advisors are satisfied. (riaintel.com)
- How to get involved in pro bono financial planning. (thinkadvisor.com)
- Great financial advisers are learning machines. (wealthmanagement.com)
