Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at growing interest in municipal bonds.
Quote of the Day
"For wealthier retirees, the most unsettling aspect about inflation is a loss of control. Retirement means walking away from earned income, and with it the ability to compensate for unanticipated changes in the market."
(Michael Finke)
Podcasts
- Daniel Crosby talks with Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. (standarddeviationspod.com)
- Mixhael Kitces talks breaking away with Margaret Dechant. who is the CEO of 6 Meridian. (kitces.com)
- Rixk Ferri talks with attorney Lisa Bragança about advocating for the rights of people with physical, cognitive, and psychiatric disabilities. (bogleheads.podbean.com)
M&A
- Mariner Wealth Advisors is buying AdvicePeriod. (citywireusa.com)
- JP Morgan ($JPM) is hiring advisers like crazy. (bloomberg.com)
- As RIAs scale they are increasingly competing for UHNW clients and coming up against the big private banks. (riabiz.com)
- Startup 401(k) provider Vestwell is growing rapidly and just raised a new round of capital. (riabiz.com)
Taxes
- Don't forget that muni bond income is included in SS and Medicare calculations. (investmentnews.com)
- A closer look a Roth IRA withdrawal rules. (obliviousinvestor.com)
Transitions
- Some insights into dealing with recently widowed clients. (citywireusa.com)
- Second marriages, especially later in life, need a great deal of preparation. (barrons.com)
Advisers
- What's behind the surge in direct indexing deals? (financial-planning.com)
- Three marketing approaches for financial advisers an practice. (kitces.com)
- For women in finance a return to office means a return to in-person challenges. (morningstar.com)
- It's never been easier to access cryptocurrency but most advisers are not htere yet. (thinkadvisor.com)
- How one adviser uses his love of the outdoors to help prospect and connect with existing clients.. (investmentnews.com)