Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how higher inflation is driving retirees back into the workforce.
Quote of the Day
"There’s a reason we don’t say “medically literate.” There are medical professionals that you turn to for your health concerns. Yet we have an entire month dedicated to “financial literacy.”
(Dasarte Yarnway and Emlen Miles-Mattingly)
Podcasts
- Michael Kitces talks with John Hagensen, the founder of Keystone Wealth Partners, about bringing legal under one roof. (kitces.com)
- Darius Foroux talks with Penny Phillips, the co-founder of Journey Strategic Wealth, about building a career in finance. (anchor.fm)
- Daniel Crosby talks with Seth Streeter is the Chief Impact Officer and founder of Mission Wealth. (standarddeviationspod.com)
The biz
- American Express ($AXP) is now marketing Vanguard Personal Advisor Services. (riabiz.com)
- What is ElleVest going to do with $53 million in new capital? (riabiz.com)
Taxes
- How to recognize prohibited IRA transactions. (financialducksinarow.com)
- Should you funnel your bonus into your 401(k) plan if you can? (flowfp.com)
- Why tax diversification makes sense. (morningstar.com)
Retirement
- Why delaying Social Security is a powerful approach to creating guaranteed income. (advisorperspectives.com)
- Everybody has their unique challenges in retirement. (wsj.com)
Practice management
- Why asset managers need to track prospective client attrition ratios. (riaintel.com)
- Employees that are well taken care of, can focus on servicing their clients. (wealthmanagement.com)
- What it means to bet on someone early in their career. (thereformedbroker.com)
Advisers
- Why 'spending risk' is a more intuitive measure than 'probability of success.' (kitces.com)
- Clients want their advisers to spend less time on investments. (thinkadvisor.com)
- Selling down concentrated equity positions is a great use case for direct indexing. (ritholtz.com)
- Why flat-fee arrangements appeal to younger advisers. (investmentnews.com)
- How some firms work with clients with small accounts. (advisorperspectives.com)
- How to craft a compelling value proposition. (blog.xyplanningnetwork.com)
- Great advisers are great coaches. (tonyvidler.com)
