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 financial advisers can reward client loyalty.
Quote of the Day
"How you phrase your response to your client matters."
(Timothy Mullooly)
The biz
- Brooke Southall, "Fidelity, Schwab, Vanguard, Capital Group and TD Ameritrade are becoming a sort of second coming of Wall Street with their wealth management offerings done at a corporate level, with corporate-level marketing budgets and knowledge derived from serving RIAs." (riabiz.com)
- Four big events in the RIA space in 2018. (investmentnews.com)
Conflicts of interest
- Brokers really want to hang onto their sales perks. (wsj.com)
- Why high-fee index funds end up so often in teacher retirement accounts. (tonyisola.com)
Advice giving
- How wealth advisers can help families help kids deal with their forthcoming wealth. (ft.com)
- Clients need holistic advice, not increasingly complex portfolios. (humbledollar.com)
- What lower returns mean for retirement planning. (barrons.com)
- Empowerment trumps advice. (danielsolin.com)
Advisers
- Michael Kitces talks with Saundra Davis the founder of Sage Financial Solutions, which provides training and develops certification programs to teach people the skills of financial coaching. (kitces.com)
- On the benefits of talking with other advisers. (allaboutyourbenjamins.com)
- Four components of a financial plan. (vanguardblog.com)
- Advisers can do clients a big service by getting them out of tax-inefficient mutual funds. (morningstar.com)
- Who is your ideal client? (kitces.com)
