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.
online pharmacy buy cytotec without prescription with best prices today in the USA
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)
