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 ins and outs of backdoor Roth IRAs.
Quote of the Day
"The financial advice industry markets to our desire for exclusivity and personalization. But for stocks, paying extra fees for personalization is typically a waste of money."
(Rubin Miller)
Podcasts
- Jack Forehand and Justin Carbonneau talks with Doug and Heather Boneparth about having better money conversations. (youtube.com)
- Justin L. Mack talks with Jennifer and Lisa Dazols, founders of Modern Family Finance, about working with LGBTQ+ clients. (financial-planning.com)
Smoke Show
- The pilot episode of 'The Smoke Show' is this week focusing on fintech founders and their startups. (thereformedbroker.com)
- You can register for the premiere episode of 'The Smoke Show' here. (events.zoom.us)
The biz
- Despite defections, Peter Mallouk is satisfied with the United Capital acquisition. (riabiz.com)
- Charles Schwab ($SCHW) says layoffs are done, for now. (riabiz.com)
Retirement spending
- Two different approaches to help clients face up to the downside of underspending in retirement. (kitces.com)
- Underspending can become a part of a client's identity. (morningstar.com)
Wealth
- The uber-wealthy are looking for new ways to allocate their philanthropic capital. (observer.com)
- A Q&A with Jennifer Risher author of "We Need to Talk: A Memoir About Wealth." (craincurrency.com)
Advisers
- Clients are expecting more services for the same fee. (riaintel.com)
- How do higher interest rates affect safe withdrawal rates? (morningstar.com)
- The ins and outs of planning for unmarried couples with children. (flowfp.com)
- Arch, a technology platform that automates the operations and reporting for private investments, has raised a Series A. (wealthmanagement.com)
- The FutureProof wealth festival is going bi-annual. (thinkadvisor.com)