Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at reactions to the Schwab-TD deal.
Quote of the Day
"Good advisors will help you make money, but great advisors will help you make good decisions."
(Douglas Boneparth)
Podcasts
- Meb Faber talks about the challenge of inter-generational wealth with John Parise is Managing Partner and Founder of Copper Beech Financial Group. (mebfaber.com)
- Christine Benz and Jeff Ptak talk with Prof. Jeffrey Brown about how to create sustainable retirement income. (morningstar.com)
Schwab-TD
- Mark Tibergien, chief executive at Pershing, "Schwab and TD will have a branch office on every corner and be in virtually every community. It's a wake-up call for advisers who, for whatever reason, never realized they've been feeding the monster that would eat them." (investmentnews.com)
- Why the Schwab-TD deal is unlikely to face a heavy antitrust challenge. (wealthmanagement.com)
- A combined Schwab-TD Ameritrade removes a key option for advisors looking for custody competition. (riabiz.com)
- How Fidelity is reacting to the Schwab-TD Ameritrade tie-up. (citywireusa.com)
- How are Schwab and TD going to merge their robo-portfolio solutions? (wealthmanagement.com)
- An underplayed part of the Schwab-TD story: what's the deal with the new headquarters? (riabiz.com)
Advisers
- Tony Isola, "It’s bad enough to sell someone an egregiously expensive financial product. It’s worse doing it as an uninvited intruder." (tonyisola.com)
- How custody fees will change in the new custodian world. (wealthmanagement.com)
- Client risk questionnaires helps remove some risk of subconscious bias. (kitces.com)
- Families with special needs children have a host of additional financial issues to deal with. (marketwatch.com)
- If your team is using Slack make sure you having archiving tools in place. (investmentnews.com)
- Video, done professionally, can be a great calling card for advisors. (ebadvisormarketing.com)
- How to combat bad conference behavior. (thinkadvisor.com)
