Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why being a fiduciary should not be complicated.
Quote of the Day
"Phased retirement can be more encompassing: It’s not just the amount of work that you do, but the type, as well as how you live the rest of your life."
(Christine Benz)
Podcasts
- Amy Arnott and Christine Benz talk with Don Graves and Wade Pfau about the role of home equity in retirement planning. (morningstar.com)
- Frazer Rice talks with Justin Elliott of ProPublica about how a $5 billion Roth IRA came to be. (frazerrice.com)
The biz
- How Altruist makes money. (blog.altruist.com)
- After splitting with Sanctuary Wealth, Jim Dickson has co-founded Elevation Point, an RIA platform services business and investor. (citywire.com)
401(k)
- State Street ($STT) is launching its 401(k) plan with an annuity option. (riabiz.com)
- Fisher Investments is spinning off its 401(k) business, Fisher Retirement Solutions. (wealthmanagement.com)
Advisers
- Advisortech startups can waste a lot of time and effort trying to sell into the giant companies. (theirrelevantinvestor.com)
- Why advisers should emphasize the importance of advice, in general. (kitces.com)
- How a Charitable Remainder Trust works. (financialducksinarow.com)
- How 529-to-Roth IRA rollovers work. (kitces.com)
- Spending in retirement can increase with the use of lifetime income solutions. (thinkadvisor.com)
- Think carefully when naming some one an executor. (wsj.com)
- Why it's still hard to get a hold of the IRS. (wsj.com)
