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 model an uncertain future for Social Security.
Quote of the Day
"So, have we made any progress in the last five years? The answer is, unfortunately, not much. Zippia estimates that 27.7.% of advisors are women. If true, that represents a modest increase over the past five years."
(Blair duQuesnay)
Podcasts
- Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. (kitces.com)
- Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. (podcasts.apple.com)
Hiring
- RIAs need to think more broadly when it comes to hiring. (riabiz.com)
- Why women are still struggling to make progress in the world of financial advice. (blairbellecurve.com)
The biz
- What does it mean to 'go independent' these days? (thinkadvisor.com)
- Vanguard is entering the cash management space with the Cash Plus Account. (riabiz.com)
- Avise is a cooperative platform for advisers. (riaintel.com)
- HNW clients want additional services. (citywire.com)
Taxes
- There simply aren't enough tax preparers to go around. (obliviousinvestor.com)
- It's hard to say you are a holistic financial adviser without tax management. (thinkadvisor.com)
Retirement
- Baby Boomers were supposed to retire in penury. It hasn't happened. (city-journal.org)
- Delayed Social Security claiming requires an explicit bridge plan. (thinkadvisor.com)
Advisers
- Financial planning is seeing a battle between growing complexity and rising technology. (kitces.com)
- Client's lives are growing more complex. (thinkadvisor.com)
- How advisers can redirect a discussion when it veers into tough territory. (kitces.com)
- There's no magic in personal finance, but there are some surprising hacks. (flowfp.com)
- Small businesses overstate the costs of starting a retirement plan. (crr.bc.edu)
- How AI is going to help us track our lives. (blairbellecurve.com)