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 couples argue about money.
Quote of the Day
"You can be as technically skilled as you can be — and you should be — but at the end of the day, it doesn’t matter how technically brilliant your financial plan is. If you can’t get the client to come on board, they’re not going to do any of it."
(Meghaan Lurtz)
Podcasts
- Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. (bogleheads.podbean.com)
- Michael Kitces and Carl Richards talk about the opportunity and limits of advisor automation. (kitces.com)
Philanthropy
- Why business owners are adopting 504(c)(4)s to maintain control while pursuing philanthropic goals. (bloomberg.com)
- Charitable giving strategies are as varied as the client. (investmentnews.com)
- Donor advised fund reform isn't happening this year. (investmentnews.com)
401(k) plans
- Auto-enrollment helps boost 401(k) participation rates, the most for men. (cnbc.com)
- Startup 401(k) provider Blooom has abruptly closed its doors. (riabiz.com)
Communication
- Having a public presence can be scary for advisers. (wealthmanagement.com)
- Should you write your clients an annual letter? (spilledcoffee.substack.com)
- How much should clients know about their adviser? (advisorperspectives.com)
IRAs
- Why asset location matters from a tax-perspective. (thinkadvisor.com)
- Why fully-funded IRAs are less attractive these days. (wsj.com)
Planning
- The ways that a financial planner can add value for a client are nearly limitless. Here are 101 action items. (kitces.com)
- The financial planning process is becoming increasingly collaborative and less one-way. (thinkadvisor.com)
- How to help a client work through different employment opportunities. (flowfp.com)
Advisers
- What advisers need to know about new SEC marketing rules. (riaintel.com)
- What are the biggest mistakes when it comes to succession planning? (wealthmanagement.com)
- Factors to consider when looking at long term care insurance. (kindnessfp.com)
- Despite all the recent noise, ESG investing is a long term proposition. (investmentnews.com)
- Momentum is growing for financial literacy education in high schools. (investmentnews.com)
