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 epic hiring spree plans.
Quote of the Day
"Active personalization is the new active investing."
(Kunal Kapoor)
Podcasts
- Michael Kitces talks with Duncan Kelm, managing partner for Arrow Point Wealth Management, about the power of integrated tax planning. (kitces.com)
- Daniel Crosby talks behavioral design with Kurt Nelson who is president and founder of The Lantern Group. (standarddeviationspod.com)
- Mark Bruno talks with Jim Dickson, founder and CEO of Sanctuary Wealth, about adviser M&A. (wealthmanagement.com)
Crypto
- Christine Benz and Jeff Ptak talk with Ric Edelman about his new book "The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets." (morningstar.com)
- Crypto volatility is making some advisers anxious. (citywireusa.com)
- OnRamp has raised a new round of capital. (riaintel.com)
Clients
- Just how different are the financial lives of the childless? (wsj.com)
- Not every client has big, hairy audacious life goals. (kitces.com)
- Clients want to know why you became an adviser. (fa-mag.com)
- How working with increasingly wealthy clients can affect your outlook on life. (kitces.com)
Advisers
- Advisers are still, somewhat, in denial about the new SECURE Act IRA rules. (thinkadvisor.com)
- Intestacy laws were designed a long time ago for the traditional, nuclear family. (theatlantic.com)
- Why helping clients optimize Medicare is important in retirement planning. (investmentnews.com)
- Building a niche practice takes time. (advisorperspectives.com)
- There is no “safe withdrawal rate.” (advisorperspectives.com)
