Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at tax levers to pull in retirement.
Quote of the Day
"Personability and empathy are as crucial to advisors as financial acumen. If clients feel welcomed and heard, they are more likely to work with their advisors to design a financial plan that truly supports them."
(Lee Ann Knight)
Podcasts
- Michael Kitces talks with Rob Nelson who is the CEO and Founder of NorthRock Partners about offering clients a wider set of services. (kitces.com)
- Thomas Kopelman on the power of backdoor Roth IRA conversions. (podcasts.apple.com)
Advisers
- The RIA keeps taking market (and mind) share. (thinkadvisor.com)
- A review of the RIA world in 2023. (riabiz.com)
- Can a fiduciary adviser safely use AI-generated advice? (kitces.com)
- How to use an HSA in retirement. (kindnessfp.com)
- The bond market rally is helping to repair Schwab's ($SCHW) balance sheet. (riabiz.com)
- Five things to consider in 2024 including 'Optimizing outcomes under the sunsetting Tax Cuts and Jobs Act.' (barrons.com)
- The latest in advisortech including JP Morgan Chase ($JPM) shutting down its robo-advisor solution. (kitces.com)