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 planning challenges for unmarried couples with children.
Quote of the Day
“There are no break-back brokers,” [Shirl] Penney added. “There has never been a $500 million-plus team that has ever gone independent that has gone back. It’s a one-way street.”
(Ryan W. Neal)
The biz
- Nitrogen has a new CEO. (riabiz.com)
- More advisers are finding issues with the Schwab-TDA transition. (investmentnews.com)
- Anchorage Digital now offers crypto SMAs for advisers. (riaintel.com)
Distributions
- Safely withdrawing assets in retirement requires flexibility. (thinkadvisor.com)
- Some QCD mistakes to avoid. (investmentnews.com)
Charitable giving
- How a parent's charitable giving affects their children. (riaintel.com)
- Donor-advised funds are a great solution for many clients. (investmentnews.com)
Advisers
- Direct indexing is showing rapid uptake among advisers. (riaintel.com)
- How to make virtual client meetings feel more real. (kitces.com)
- How clients perceive the words 'guaranteed' vs. 'protected' differently. (thinkadvisor.com)
- What clients need to know about equity compensation. (gusto.com)
- The annuity puzzle and what people think about longevity risk. (crr.bc.edu)
- Financial advisers are above all educators. (wealthmanagement.com)
