Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what is keeping Americans from engaging a financial adviser.
online pharmacy cymbalta no prescription with best prices today in the USA
buy glucophage online glucophage online generic
Quote of the Day
"Giving with joy and satisfaction means giving with awareness."
(Rick Kahler)
Podcasts
- Daniel Crosby talks with Prof. Sonya Lutter about the dangerous intersection of love and money. (wtfpod.com)
- Michael Kitces and Carl Richards on how advisers add value and charging on that value add. (kitces.com)
Tontines
- On the history of tontines, and whether now is the time for a comeback. (investmentnews.com)
- Savvly is a twist on the tontine model. (thinkadvisor.com)
- Is the market for longevity products, like Savvly, big enough? (riabiz.com)
IRAs
- Why it can make sense to take IRA distributions before they are required. (thinkadvisor.com)
- Four consequences of a Roth IRA conversion. (obliviousinvestor.com)
Practice management
- How some firms are spreading equity more widely among employees. (citywire.com)
- Advisers need to make sure they are taking care of themselves. (financial-planning.com)
- Sometimes the way forward is to prune clients that are not a great fit. (investmentnews.com)
Advisers
- Charles Schwab ($SCHW) and Abry Partners have taken stakes in Dynasty Financial Partners pre-empting the firm's IPO. (citywire.com)
- It's getting harder for advisers to ignore direct indexing. (thinkadvisor.com)
- 2022 is ripe with tax loss harvesting opportunities. (morningstar.com)
- "After the Death of a Spouse" by Mike Piper is 'the single best guide I’ve seen explaining next financial steps for surviving spouses.' (aarp.org)
