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 fully funded IRAs are less attractive than they used to be.
Quote of the Day
"Marketing is a long, difficult, expensive journey. It requires time, money and patience."
(Dan Solin)
Podcasts
- Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. (standarddeviationspod.com)
- Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. (wiredplanning.com)
Custom indexing
- Just how big can direct indexing get? (advisorhub.com)
- How custom indexing differs from direct indexing. (osam.com)
- Kunal Kapoor, "Direct indexing has many of the benefits of passive, but it may be bringing back a little bit of the fun. And I don’t think there’s anything wrong with that." (investmentnews.com)
Tax planning
- Why financial advisers need to be careful when offering tax advice. (kitces.com)
- Tax planning is an ongoing process. (blogs.cfainstitute.org)
Advisers
- How the SEC now regulates investment performance advertising. (kitces.com)
- What the CFP Board is saying about cryptocurrencies. (riaintel.com)
- Older Americans are planning to stay in the homes. (thinkadvisor.com)
- Startup Ocho wants to make it easier for business owners to have a solo 401(k). (techcrunch.com)
- The latest financial advisor technology news including the spread of commission-free annuities. (kitces.com)
- When is 'superfunding' a 529 plan the right move? (thinkadvisor.com)
