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 boost the skills and confidence of associate advisors.
Quote of the Day
"Sure, it took some persuasion, repetition and gentle and loving encouragement, but in the end, he [Biden] made the decision that is right for him and his community. You (your client) can do the same."
(Ric Edelman)
Podcasts
- Josh and Michael talk with Alec Crawford, CEO of AI Risk, about the future of financial advice, how AI will be used by most advisors, and the critical role of AI cybersecurity in the financial industry (youtube.com)
- Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide and CEG Insights, about what makes advisory firms work. (kitces.com)
- Daniel Crosby talks practice management with Matt Ackermann, Chief Content Officer at Integrated Partners. (standarddeviationspod.com)
- Thomas Kopelman and Jacob Turner talk Roth vs. traditional IRAs. (podcasts.apple.com)
SECURE Act
- The SECURE Act RMD rules have been finalized. (thinkadvisor.com)
- A deep dive into the final SECURE Act rules. (kitces.com)
Practice management
- Five trends affecting the advisory business including new advisory firm models. (thinkadvisor.com)
- Without organic growth, an advisory firm is a treadmill. (citywire.com)
Rebranding
- How to re-name your advisory firm. (thinkadvisor.com)
- How to ease the administrative burden of a name change. (wealthmanagement.com)
- How much would you pay for the perfect URL? (riabiz.com)
The biz
- Iconq Capital has start-studded clients and advisory board. (fortune.com)
- Dynasty Financial Partners now has $100 in AUA. (riabiz.com)
Advisers
- RIAs can't count on custodians to do right by their clients when it comes to cash sweep. (riabiz.com)
- Why clients need to have an emotional attachment to their plan. (flowfp.com)
- There is no perfect retirement withdrawal strategy but a good one includes these characteristics. (thinkadvisor.com)
- The UHNW crowd is uniquely at-risk of cyberattacks. (cnbc.com)
- What to know if you owe the IRS money. (financialducksinarow.com)
- How estate settlement works. (wealthmanagement.com)
