Revolutionizing Retirement Planning: Income Lab's Next-Gen Approach
Wealth Management
OCTOBER 19, 2023
Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.
Financial Advising Planning Retirement 
Adviser links: exciting plans
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. kitces.com) The structured note business is growing rapidly.
Planning 
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Book of Secrets on the Month-End Close
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024
Nerd's Eye View
MAY 15, 2024
On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".
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Adviser links: confident humility
Abnormal Returns
DECEMBER 9, 2024
(open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice. barrons.com) Advisortech DPL Financial just raised another round of capital.
Adviser links: after-tax returns
Abnormal Returns
AUGUST 26, 2024
Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. thinkadvisor.com) M&A Creative Planning is set up to do more, bigger deals going forward. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.
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Adviser links: an honest promise
Abnormal Returns
DECEMBER 16, 2024
morningstar.com) How sensitive are retirement planning models to capital market assumptions? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thinkadvisor.com) What makes for a real financial adviser? Then check out our weekly e-mail newsletter.
Adviser links: limited progress
Abnormal Returns
JANUARY 15, 2024
(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. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. It hasn't happened. blairbellecurve.com)
Adviser links: people vs. systems
Abnormal Returns
DECEMBER 23, 2024
(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Only 4 in 10 RIAs have a succession plan. riabiz.com) FINNY is using AI to help match prospects with advisers. citywire.com) Retirement Retirement from farming is just different.
Personal finance links: the big picture
Abnormal Returns
JULY 24, 2024
noahkagan.com) Dan Haylett talks about repurposing your life in retirement with Suzanne Campi. flowingdata.com) Retirement Six lesson from six years of retirement including 'Your retirement will be different than you expect.' theretirementmanifesto.com) Why staggered retirements make a lot of sense. nytimes.com)
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Adviser links: a sense of purpose
Abnormal Returns
JUNE 24, 2024
(downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." Why you need a plan. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant.
Adviser links: getting really clear
Abnormal Returns
APRIL 1, 2024
(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.
Personal finance links: accumulation vs. decumulation
Abnormal Returns
AUGUST 30, 2023
open.spotify.com) Retirement Seven things we lose in retirement including structure. morningstar.com) Why so many people fear entering retirement. wapo.st) Planning A lot of personal finance questions come down to 'it depends.' (wapo.st) Planning A lot of personal finance questions come down to 'it depends.'
Adviser links: safety and reliability
Abnormal Returns
NOVEMBER 27, 2023
Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. kitces.com) Advisers The upside of the Dave Ramsey controversy. kitces.com) 5 legal steps in an RIA sale or merger.
Adviser links: demonstrating confidence
Abnormal Returns
OCTOBER 30, 2023
thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.
Personal finance links: the home buying decision
Abnormal Returns
APRIL 5, 2023
(wsj.com) States differ greatly in how they tax income in retirement. whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner?
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Tuesday links: the new gold
Abnormal Returns
FEBRUARY 13, 2024
ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Adviser links: fee increases
Abnormal Returns
DECEMBER 26, 2022
Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. Annamaria Lusardi about the importance of financial literacy. morningstar.com).
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Sunday links: zombie brands
Abnormal Returns
AUGUST 4, 2024
spyglass.org) Work How a national retirement savings plan would work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. sherwood.news) Should a startup ever spend $1.8 million on a URL?
Wednesday links: the market’s other plans
Abnormal Returns
JULY 19, 2023
bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. sambowman.co) Japan has started to increase retirement ages. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thisisthetop.substack.com) Reinvestment risk is real. That's why homebuilders are booming.
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Monday links: attention as an asset class
Abnormal Returns
APRIL 1, 2024
theverge.com) Generative AI search engine Perplexity is planning to start selling ads. nytimes.com) When living in France is a better option in retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Why banks love the wealth management business.
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Member Spotlight: Tyler Engelhaupt: Building a Career in Insurance Through Adaptability and Leadership
NAIFA Advisor Today
DECEMBER 6, 2024
After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.
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Adviser links: technology bets
Abnormal Returns
MAY 29, 2023
Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?
Retirement Planning Tips for Couples
Talon Wealth
SEPTEMBER 14, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Adviser links: making sense in hindsight
Abnormal Returns
JUNE 19, 2023
Podcasts Daniel Crosby talks with Michael Finke about the science of a happy retirement. standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up.
Thursday links: keeping things simple
Abnormal Returns
FEBRUARY 23, 2023
morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” .
When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status
Nerd's Eye View
DECEMBER 6, 2023
Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.
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Adviser links: holistic financial guidance
Abnormal Returns
MARCH 13, 2023
Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. standarddeviationspod.com) Retirement saving Too many people cash out their 401(k) accounts when they leave their employer. kitces.com) Peter Lazaroff talks SECURE Act 2.0
Wednesday links: where the real learning happens
Abnormal Returns
SEPTEMBER 11, 2024
sherwood.news) Sports betting Fox plans to exercise its 18.6% sherwood.news) Why China is planning to raise its retirement age. abnormalreturns.com) Elder financial fraud is only going up. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? option in FanDuel.
Adviser links: setting expectations
Abnormal Returns
NOVEMBER 21, 2022
Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.
Adviser links: intentional gifting
Abnormal Returns
APRIL 17, 2023
(wiredplanning.com) Frazer Rice on what it takes to successfully fund and plan a career pivot. podcasts.apple.com) The biz Why Dynasty Financial Partners and MarketCounsel are investing more in compliance software provider SmartRIA. citywire.com) Mariner Wealth has ambitious expansion plans. crr.bc.edu)
Adviser links: the long road
Abnormal Returns
DECEMBER 12, 2022
Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. kitces.com) Tax planning is an ongoing process. thinkadvisor.com).
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Adviser links: complex things
Abnormal Returns
MAY 22, 2023
(barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. financial-planning.com)
Wednesday links: double dips
Abnormal Returns
OCTOBER 5, 2022
wsj.com) Goodwill is planning to compete with other luxury resales sites. nytimes.com) Earlier on Abnormal Returns Personal finance links: failing retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) It's not over until Twitter ($TWTR) shareholders are paid.
Adviser links: more than the numbers
Abnormal Returns
OCTOBER 3, 2022
(kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'
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Adviser links: hyperbole cycles
Abnormal Returns
MARCH 27, 2023
bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. youtube.com) Practice management What advisers need to do to prepare for the transition from TDA to Schwab. (fa-mag.com) Podcasts Rick Ferri talks investor behavior with Daniel Crosby.
Sunday links: long tails
Abnormal Returns
JULY 31, 2022
bloomberg.com) FTX US is planning to launch stock options trading. bloomberg.com) Employment near retirement age is more cyclically sensitive. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (riabiz.com) Trading CItadel has lost a battle with IEX over an order type.
Retirement Planning Tips for Couples
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Adviser links: behavioral considerations
Abnormal Returns
OCTOBER 10, 2022
kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Fidelity, Vanguard and Alight are rolling out a service to automate the transfer of retirement accounts between employers. bloomberg.com) 'Financial unequal' couples face their own challenges. Panic is not.
Sunday links: a market-friendly resolution
Abnormal Returns
MAY 14, 2023
humbledollar.com) Trading Robinhood ($HOOD) is planning to offer customers 24-hour trading. texasmonthly.com) Why half of Americans are at-risk of income shortfalls in retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Copper prices have rolled over.
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A Season of Gratitude, Celebrations, and Forward Thinking
Carson Wealth
JANUARY 22, 2025
This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community.
Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Many people use the internet to search for and learn about financial advisors. A good advertising plan does more than just sell your services.
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Elevate Your Game: New Financial Advisor Prospecting Methods
Midstream Marketing
NOVEMBER 12, 2024
This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.
Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners?
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