Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the perils of financial fraud among an aging clientele.
Client resources
- Why financial advisors should learn to read client body language. (thinkadvisor.com)
- Christine Benz talks with Brian Portnoy author of "The Geometry of Wealth" about the importance of managing non-financial capital. (morningstar.com)
- Resources for your grieving clients. (corgenius.com)
Managing the business
- How advisers should (or shouldn't) manage online reviews. (morningstar.com)
- The pros (and cons) of adding your offspring to your firm's team. (barrons.com)
Fidelity
- Allan Roth, "Fidelity has not yet put these two new Zero funds in its advisor platform." (financial-planning.com)
- Fidelity Investments has topped $2 trillion in retirement assets. (investmentnews.com)
Adviser links
- 10 reasons clients seek out financial advice. (kitces.com)
- Why do clients still do business with firms with "long rap sheets"? (danielsolin.com)
- Advisers are struggling with how to deal with super-low sweep yields. (investmentnews.com)
- What comes after zero-fee index funds? (barrons.com)
- The major robo-advisors ranked. (wealthmanagement.com)
