Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why retirement is ‘the enemy.’
Quote of the Day
"I don’t hit “publish” just for the sake of putting content out. Your time is too valuable for that as is mine. When I do write, it’s because I think what I am saying is meaningful."
(Joshua Brown)
Podcasts
- Brendan Frazier talks with Tim Maurer about the 'why' of financial planning. (wiredplanning.com)
- Daniel Crosby talks with Samantha Lamas about why simple solutions to behavioral issues are difficult to find. (standarddeviationspod.com)
Sequence of returns
- Some strategies to mitigate sequence of returns risk, including 'retire slowly.' (advisorperspectives.com)
- How 'buffer assets' can help reduce sequence of returns risk when it is at its peak. (retirementresearcher.com)
The biz
- Blackrock ($BLK) is increasingly making progress in the OCIO space. (riabiz.com)
- The challenge facing RIA CEOs: hiring, hiring, hiring. (citywireusa.com)
Retirement
- Retirees are worrying about the wrong stuff. (crr.bc.edu)
- Why planning for retirement is so difficult. (advisorperspectives.com)
Communication
- How to use Kinder's three questions with clients. (kitces.com)
- Five steps advisors need to take to connect with their clients. (citywireusa.com)
Advisers
- The case for not abandoning bond allocations. (advisors.vanguard.com)
- The IRS has caused confusion around inherited IRA required distributions. (wsj.com)
- Securities-based lending continues to grow despite of a bear market. (wsj.com)
- What sort of spending makes clients happy. (flowfp.com)
- How to choose between a donor advised fund and direct donations. (thinkadvisor.com)
- Keep an eye on 'financial wellness' as a buzzword. (riabiz.com)
- Don't write just for the sake of writing. (thereformedbroker.com)
