Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at Fidelity’s plans to allow Bitcoin in 401(k) accounts.
Quote of the Day
"You won’t build a business you love if you let everyone “should” on you, so you need to learn how and when you get to say no."
(Arlene Moss)
Podcasts
- Daniel Crosby talks with Peter Lazaroff about helping clients find a vision for their future selves. (standarddeviationspod.com)
- Michael Kitces talks with Brian Carney who is the co-founder of RiversEdge Advisors about the challenges of scaling a practice. (kitces.com)
- Frazer Rice talks with Dr. Chris Heye of Whealthcare Solutions about the challenges of "diminished capacity." (frazerrice.com)
- David Armstrong talks with Brian Portnoy about why financial advisors shouldn’t pathologize the human experience of money. (advisor-innovations.blubrry.net)
The biz
- Fidelity is on an epic hiring spree. (riabiz.com)
- Vanguard is coming under more scrutiny for its pursuit of growth and rising compensation costs. (riabiz.com)
- Orion Advisor Solutions is growing its outsourced investment business via an acquistion of TownSquare Capital. (investmentnews.com)
- Why some RIA investors are looking overseas to markets like Australia. (citywireusa.com)
Taxes
- Tax planning is an integral part of retirement planning. (advisorperspectives.com)
- Equity market volatility could lead to more tax-loss harvesting opportunities. (parametricportfolio.com)
Advice
- We only have so much time, and energy, to focus on financial matters. (forbes.com)
- Why technology cannot eliminate the need for human advice. (wealthmanagement.com)
Advisers
- Some practical advice on how to shift careers into financial advice. (kitces.com)
- Why you may want to pick up a copy of Ric Edelman's new book "The Truth About Crypto." (thereformedbroker.com)
- Making the case that the advice-only model will slowly take share from the asset-based fee model. (investmentnews.com)
- Higher interest rates mean higher annuity payouts. (thinkadvisor.com)
- Why it's not always crystal clear that a firm is insurance company-affiliated. (wsj.com)
- Hawaii joins the list of states creating an auto-IRA program. (pionline.com)
