Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at more speculation about the impact of the Schwab-TD Ameritrade deal on advisers.
Quote of the Day
"You need to be thinking about how you keep expanding services beyond a financial plan and investment portfolio. Perhaps it's tax prep, insurance or estate planning, or banking. People want their lives simplified. How much are you evolving your platform to expand and deepen your relationship with clients?"(Joe Duran)
Chart of the Day
Fidelity has a lot of brand equity.