Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at some common tax mistakes when it comes to employee stock-based compensation.
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Quote of the Day
"Could that video chat be a phone call instead? Most likely yes, and doing so can reduce the exhaustion, stress and cognitive overload that’s come to be known as Zoom fatigue."
(Matthew Boyle)
Podcasts
- Emlen Miles-Mattingly & Dasarte Yarnway talk about the value of a client service calendar. (onyxadvisornetwork.com)
- Brendan Frazier talks with Dave Yeske about the day that financial planning changed. (wiredplanning.com)
- Daniel Crosby talks with Adam Holt, CEO & Founder at Asset-Map Holdings, about how to be use advisor technology. (standarddeviationspod.com)
- Frazier Rice talks health care planning with John Samuels, founder of Better Health Advisors. (frazerrice.com)
- Diana Britton talks with Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and president and founder of 401 Financial, about his career path. (wealthmanagement.com)
Fidelity
- Fidelity is hiring some 4,000 people. (thinkadvisor.com)
- Fidelity is not shy about spending on technology, i.e. metaverse stuff. (riabiz.com)
Advisers
- The SEC is going to look at how advisers manage text recordkeeping. (citywire.com)
- Why startup employees should consider 83b elections. (avc.com)
- Why has a hybrid product combining long-term care insurance with an annuity not taken off? (nytimes.com)
- Why direct indexing won't become a retail product. (citywire.com)
- On the downside of superfunding a HSA. (kitces.com)
- Some common mistakes people make with their wills. (wsj.com)
