Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why financial advisers need conflict resolution skills.
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Quote of the Day
"Disclosure does not – and will not – protect investors from financial predators."
(Tony Isola)
Talking with clients
- How to get a disinterested spouse more involved the planning process. (wsj.com)
- For clients, financial independence trumps retirement. (fa-mag.com)
- How to advise "Preservers" and "Followers." (morningstar.com)
High net worth
- UBS wants to get back in the business of serving UHNW Americans. (ft.com)
- High income consumers love high-end rewards cards. Change may be coming. (nymag.com)
Podcasts
- Michael Kitces talks retainer models with James Osborne of Bason Asset Management. (kitces.com)
- Justin Castelli talks behavioral finance with Daniel Crosby author of "The Behavioral Investor." (allaboutyourbenjamins.com)
