Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what is keeping Americans from engaging a financial adviser.
Quote of the Day
"Giving with joy and satisfaction means giving with awareness."
(Rick Kahler)
Podcasts
- Daniel Crosby talks with Prof. Sonya Lutter about the dangerous intersection of love and money. (wtfpod.com)
- Michael Kitces and Carl Richards on how advisers add value and charging on that value add. (kitces.com)
Tontines
- On the history of tontines, and whether now is the time for a comeback. (investmentnews.com)
- Savvly is a twist on the tontine model. (thinkadvisor.com)
- Is the market for longevity products, like Savvly, big enough? (riabiz.com)
IRAs
- Why it can make sense to take IRA distributions before they are required. (thinkadvisor.com)
- Four consequences of a Roth IRA conversion. (obliviousinvestor.com)
Practice management
- How some firms are spreading equity more widely among employees. (citywire.com)
- Advisers need to make sure they are taking care of themselves. (financial-planning.com)
- Sometimes the way forward is to prune clients that are not a great fit. (investmentnews.com)
Advisers
- Charles Schwab ($SCHW) and Abry Partners have taken stakes in Dynasty Financial Partners pre-empting the firm's IPO. (citywire.com)
- It's getting harder for advisers to ignore direct indexing. (thinkadvisor.com)
- 2022 is ripe with tax loss harvesting opportunities. (morningstar.com)
- "After the Death of a Spouse" by Mike Piper is 'the single best guide I’ve seen explaining next financial steps for surviving spouses.' (aarp.org)
