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 create better work-life balance for advisors.
Quote of the Day
"Advisors wear many hats, and the evidence suggests that investors are having trouble recognizing all the ways an advisor can help them with their finances."
(Samantha Lamas)
Podcasts
- Michel Kitces talks with Gabriel Shahin, founder of Falcon Wealth about the power of proactively spending on marketing. (kitces.com)
- Tobias Salinger talks tech stacks and podcasting with Dasarte Yarnway of Berknell Financial Group. (financial-planning.com)
The biz
- Schwab+TD>Vanguard. (financial-planning.com)
- Schwab ($SCHW) recognizes that it is serving many different adviser segments. (citywireusa.com)
- E-Trade ($ETFC) sees an opportunity from the Schwab-TD deal. (citywireusa.com)
- "Visa will now position itself as chief toll collector on a vast swath of robo-advisors, robo-banks and other "fintech apps"... (riabiz.com)
Industry trends
- Why advisory industry revenue is set to grow over the next decade. (thinkadvisor.com)
- A hot market means RIA sellers are getting more of their compensation upfront. (citywireusa.com)
- What might cause a downturn in RIA dealmaking? (financial-planning.com)
