Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what Millennials want from their advisers.
Quote of the Day
"Vanguard says the next area ripe for disruption and fee compression is financial planning. If you’re in this space how do you maintain your pricing power?"
(Justin Mallory)
Behavior
- Brendan Mullooly, "Said differently, getting clients to stick with a plan has more value than merely creating one." (yourbrainonstocks.com)
- Advisers need to follow good behavioral advice, not just clients. (retirementfieldguide.com)
The biz
- Why RIA M&A activity is only going to accelerate. (investmentnews.com)
- AI is coming for the advisory business but it need not mean job losses. (blogs.cfainstitute.org)
- Falling fees are forcing asset managers to move into the individual advice business. (bloomberg.com)
- What do all of Envestnet's acquisitions add up to? Data. (medium.com)
- Personal Capital wants to get its name out there to a wider audience. (riabiz.com)
Advisers
- An up close and personal look at the inner working of Congress and the fiduciary rule. (tonyisola.com)
- Just when you think claiming Social Security benefits can't get more complicated. (investmentnews.com)
- How to advise an 'accumulator investor type.' (morningstar.com)
- The downside of advisers engaging in social media: trolls. (financial-planning.com)
- A case study of an "advisor" acting badly. (allaboutyourbenjamins.com)
