Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the four phases of retirement.
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Quote of the Day
"Imagine if you had to decide, every single time you got a paycheck, how much to save? That’s 12, 24, or 26 times a year that you have to make a decision about how much to save! I’m exhausted just thinking about it."
(Meg Bartelt)
Podcasts
- Christine Benz and Jeff Ptak talk with David Lau, CEO of DPL Financial Partners, about low cost annuities. (morningstar.com)
- Peter Lazaroff talks with Prof. Nicole Boyson about adviser conflicts. (peterlazaroff.com)
- Daniel Crosby talks with Steve Atkinson. As Managing Director at Buckingham Wealth about what makes for a trusted advisor. (standarddeviationspod.com)
- Reese Harper talks with Adam Cmejla of Integrated Planning & Wealth Management about embracing a practice niche. (getelements.com)
Alternatives
- Bank of America ($BAC) has joined the crowd investing in iCapital. (riaintel.com)
- Fidelity Diversifying Solutions is the company's entry in the alts space. (pionline.com)
Taxes
- Tax planning is a lot more than tax loss harvesting. (investmentnews.com)
- A bear market is a great time for direct indexing to flex their tax-loss harvesting muscles. (investmentnews.com)
Practice management
- Nine steps to launching a new practice niche. (advisorperspectives.com)
- Advisers need to have a plan if they are going to be on vacation. (newplannerrecruiting.com)
- Education is a big part of an adviser's job. (wealthmanagement.com)
Advisers
- The number of RIAs reached a new record in 2021. (citywireusa.com)
- Bento Engine has raised capital from a scad of industry notables to build a system to extend advice to client's children. (riabiz.com)
- Why volatility isn't a useful measure of client portfolio risk. (thefinancialbodyguard.com)
- Having an adviser really helps confidence in retirement. (investmentnews.com)
- Why more couples don't get prenuptial agreements. (financial-planning.com)
- Michael Kitces' 2022 summer reading list for financial advisors including "Ask: How to Relate to Anyone" by Dan Solin. (kitces.com)
