Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to use an HSA in retirement.
Quote of the Day
"It’s hard to specialize in the early days of starting a business. You wear all the hats because there aren’t enough other heads to place them on. If this is still the case ten years later, you haven’t done enough to advance your business."
(Joshua Brown)
Podcasts
- Michael Kitces talks adviser well-being with Stevyn Guinnip who is the founder of Grow Wellthy, a health and wellness consulting firm. (kitces.com)
- Thomas Kopelman and Jacob Turner talks with Julia Gurner about the power of working with a coach. (podcasts.apple.com)
Career
- Why it's so important to invest in the next generation of advisers. (riaintel.com)
- Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com)
- Many successful financial advisers didn't major in finance in college. (investmentnews.com)
Retirement
- How should advisers model the future for Social Security benefits? (riabiz.com)
- What is driving the 'annuity puzzle'? (crr.bc.edu)
The biz
- RIAs are set to take additional share from banks and wirehouses. (riabiz.com)
- Working 'in the business' and 'on the business' are two different things. (downtownjoshbrown.com)
Advisers
- Family wealth dynamics are always tricky. (craincurrency.com)
- Retiring from a high profile job comes with its own challenges. (hbr.org)
- The sunsetting of the TCJA is one year closer. (morningstar.com)
- Advisers are increasingly shunning hedge funds. (investmentnews.com)
- How Wealth.com is different. (thinkadvisor.com)