Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to pick an encrypted file system.
Quote of the Day
"Even some people who sell Advantage plans have said they wouldn’t use them personally. In a focus group conducted by the Commonwealth Fund, most brokers and agents who sold Medicare plans said they personally would choose traditional Medicare with Medigap, believing it offered better coverage and choices than Advantage."
(Elizabeth O'Brien)
Podcasts
- Michael Kitces and Carl Richards talk about how to help clients find their 'enough.' (kitces.com)
- Daniel Crosby talks financial well-being with Philip Courtenay. (standarddeviationspod.com)
The biz
- Goldman Sachs ($GS) wants its place at the model portfolio table. (investmentnews.com)
- Vanguard is not budging in its negative view on crypto products. (etf.com)
- Are ETFs going to find their way into 401(k) plans? (etf.com)
Practice management
- RIA acquisitions without integration are a value bust. (investmentnews.com)
- The price of adviser software doesn't necessarily go down. (wealthmanagement.com)
- Don't claim to use AI if you don't actually use AI. (riabiz.com)
Advisers
- How to better cultivate COIs. (kitces.com)
- The use of fixed rate annuities are on the rise. (thinkadvisor.com)
- The prenup discussion has value, in and of itself. (advisorperspectives.com)
- How spending guardrails can help reduce retirement stress. (kitces.com)
- Long term care insurance is not the solution. (crr.bc.edu)