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 people don’t like visiting their financial planner.
Quote of the Day
"Real advisors deliver advice that you both can and do use."
(Mark Newfield)
Podcasts
- Daniel Crosby talks wealth confidence with Anthony Damtsis who is Deputy Head of Behavioral Finance at TD Wealth. (standarddeviationspod.com)
- Thomas Kopelman talks planning for people planning to move outside the U.S. with Jack Thomas. (podcasts.apple.com)
The biz
- What is the endgame for Betterment? (citywire.com)
- After some false starts, Apex Fintech, the clearing firm, filed for an IPO. (riabiz.com)
- JP Morgan ($JPM) is shuttering its robo-advisor. (msn.com)
- Addepar says it now tracks $5 trillion in assets. (wealthmanagement.com)
Retirement accounts
- What's changing for retirement accounts in 2024. (morningstar.com)
- How to continue contributing to an HSA after age 65. (kitces.com)
- Why it still makes sense to do Roth IRA conversions. (morningstar.com)
Cognitive decline
- This story of cognitive decline paints JP Morgan ($JPM) in a negative light. (bloomberg.com)
- What should advisers do if they detect cognitive decline in a client? (thinkadvisor.com)
Aging
- What is advanced care planning? (theincidentaleconomist.com)
- How private care management works and who its for. (npr.org)
Advisers
- AI is going to change everything. It's time to get up to speed. (downtownjoshbrown.com)
- What makes your practice different? (advisorperspectives.com)
- Does your client need a financial therapist? (advisorperspectives.com)
- What to do with a big pile of company stock. (flowfp.com)
- A look at alternatives to the safe withdrawal rate approach. (ofdollarsanddata.com)
- How wives take on additional financial responsibility with age. (crr.bc.edu)