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 deal with constantly shifting client goals.
Quote of the Day
"There are thousands of financial advisors doing the right thing by their clients, but it’s the bad actors that make the headlines. Unfortunately, fraud, theft, and greed make for great stories while compassion, integrity, and ethics do not."(Michael Batnick)
Chart of the Day
When advisory firms are between $100 million and $2 billion in AUM they are in the ‘dangerous middle.’