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 advisers are inundated with fintech options.
Quote of the Day
"My hope is that the SEC doesn’t try to commoditize the ESG landscape because it’s nuanced."
(Ethan Powell, chief executive of Impact Shares)
Chart of the Day
Why you should plan that clients will retire earlier than than think they will.
Podcasts
Fees
- Why retainer-based models are on the rise. (wealthmanagement.com)
- How would your business change if you couldn't charge AUM fees? (iris.xyz)
The biz
- Wealthfront is planning to push even farther into banking. (americanbanker.com)
- Accounting firms may be the next wave of RIA acquisition targets. (financial-planning.com)
- A review of the latest news in advisor fintech including Schwab's new 'robo for retirement income' solution. (kitces.com)
Advisers
- Most investors probably don't know if their adviser is dual-registered. (barrons.com)
- Financial advisers can't simply ignore difficult, emotional situations with their clients. (wealthmanagement.com)
- What advisers can do to help families facilitate wealth transfer across generations. (kitces.com)
- Why the past decade saw such a big jump in interest in donor-advised funds. (worth.com)
