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 risk of ‘discordant retirement’ for couples.
Fintech
- Fidelity Go was recently ranked as the top robo-advisor. (thinkadvisor.com)
- Acorns just raised a big funding round to become the most valuable robo. (cnbc.com)
- United Capital increasingly looks like a technology company. (financial-planning.com)
Taxes
- Qualified opportunity zones are a minefield for advisers and investors alike. (allaboutalpha.com)
- Beware capital gains 'bump zones.' (kitces.com)
Paying for college
- Make sure your clients with college-age kids are taking advantage of these tax breaks. (morningstar.com)
- How 529 plans allocate assets according to student age. (morningstar.com)
Advisers
- Why advisers should be using lower return assumptions in plans. (barrons.com)
- The SEC is cracking down on 12b-1 fee disclosures. (wsj.com)
- Some steps RIAs need to take on cybersecurity. (financial-planning.com)
- Why discussing lifestyle inflation with clients can be difficult. (jonluskin.com)
- Do wealth management firms need to think about hiring a life coach? (financial-planning.com)
- "Your Complete Guide to a Successful and Secure Retirement" by Larry Swedroe and Kevin Grogan is not for laymen. (blogs.cfainstitute.org)