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 is different about working with pre-wealth clients.
Quote of the Day
"In a crisis, leaders must connect with, motivate, and inspire others—and show genuine compassion."
(Josh Brown)
Podcasts
- Michael Kitces and Carl Richards about how to talk with clients about coronavirus fears. (kitces.com)
- Ed Lopez talks financial literacy with Tyrone Ross. (vaneck.com)
- Michael Kitces talks with Erin Botsford, the founder of Botsford Financial Group, about how she built her firm over 30 years. (kitces.com)
Closings
- The CFP Board has closed all exam sites. (investmentnews.com)
- CFA exams have been postponed as well. (advisorhub.com)
Remote work
- RIAs need to re-work systems to work from home for the long haul. (kitces.com)
- Advisor technology companies are facing new demand as coronavirus affects advisor workflows. (investmentnews.com)
- Not every broker or custodian is setup to allow for remote work. (riabiz.com)
Deadlines
- Tax day is now July 15th. (marketwatch.com)
- Think twice before before taking the SEC up on its offer of a deadline extension for filing their annual registration forms. (investmentnews.com)
The biz
- Now is a great time to review your technology needs. (wealthmanagement.com)
- What is the crisis going to do for RIA M&A? (riaintel.com)
- Some advisory firms will have to consider layoffs. (fa-mag.com)
Advisers
- Advisers can help clients through difficult life transitions because they have seen others go through the process. (thefinancialbodyguard.com)
- Financial loss shows up in a lot of different physical and emotional ways. (kitces.com)
- Research shows advised-households have better outcomes in retirement. (alphaarchitect.com)
