Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how rising interest rates are affecting a range of outcomes.
Quote of the Day
"Riddle me this: everyone loves the program [Social Security], and many fear it will disappear, but no one wants it to change."
(Allison Schrager)
Podcasts
- Daniel Crosby talks with Tim Maurer about helping clients to articulate their life purpose in a practical way. (standarddeviationspod.com)
- Michael Kitces talks 'surge onboarding' with Chad Chubb, founder of WealthKeel. (kitces.com)
- Brendan Frazier talks with Derek Hagen, founder of Money Health Solutions, about viewing money as a tool vs. a goal. (wiredplanning.com)
- Jason Wenk talks marketing plans with Melissa Joy, President of Pearl Planning. (rootofall.substack.com)
- Tim Ranzetta and Ren Makino talk teacher 403(b) plans with Dan Otter and Scott Dauenhauer. (ngpf.org)
Fidelity
- Fidelity is expanding access to its direct indexing SMAs. (thinkadvisor.com)
- Fidelity Investments is meeting their aggressive hiring goals. (thinkadvisor.com)
- How Fidelity keeps hiring en masse. (legacy.riabiz.com)
The biz
- Labor Day 2023 is the official Schwab-TDA switchover. (investmentnews.com)
- There is a rift between JP Morgan ($JPM) the private bank and wealth management arm. (ft.com)
Advisers
- Why marginal tax rates are the key to calculating Roth IRA conversions. (kitces.com)
- Higher TIPS yields make it easier to model out safe withdrawal rates. (advisorperspectives.com)
- The Coterie gives its users -- mostly startup founders -- investment access to venture funds. (bloomberg.com)
- Why clarity around texting is a good thing for advisers. (thinkadvisor.com)
- Grandparenthood makes people more likely to fully retire. (papers.ssrn.com)
- Is direct indexing right for your clients? (advisors.vanguard.com)
