Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the uncertainty unleashed by expiring tax breaks.
Quote of the Day
"Unless we encourage employers to offer their workers holistic financial guidance, I’m afraid these new financial options made possible by the Secure 2.0 Act could have limited impact, or even backfire."
(Shlomo Benartzi)
Podcasts
- Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. (kitces.com)
- Peter Lazaroff talks SECURE Act 2.0 with Plancorp's Brian King. (peterlazaroff.com)
- Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. (standarddeviationspod.com)
Retirement saving
- Too many people cash out their 401(k) accounts when they leave their employer. (hbr.org)
- A lot of participants would use a retirement bridging to delay Social Security claiming. (papers.ssrn.com)
The biz
- What will become of SVB's Boston Private wealth management arm? (riabiz.com)
- Wealth management startup Masttro raised $43 million to address family offices. (riaintel.com)
SEC
- The SEC is looking for more resources to conduct adviser examinations. (citywire.com)
- This is in part due to the rapid growth in the number of new RIAs. (thinkadvisor.com)
Practice management
- What really makes financial advisers happy? (wealthmanagement.com)
- Are financial advisers going to become life coaches? (rogersplanning.blogspot.com)
- Four things to consider when doing succession planning. (wealthmanagement.com)
Advisers
- Why you should review client tax returns every year. (thinkadvisor.com)
- UHNW families aren't worried about retirement, they're worried about legacy. (thinkadvisor.com)
- Do clients really want to read and watch AI-generated adviser content? (investmentnews.com)
- Which clients benefit from opening a donor-advised fund account. (thinkadvisor.com)
- What clients need to know about firing a financial advisor. (kindnessfp.com)
