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 the technology needs of RIAs is changing in a work-from-home age.
Podcasts
- Michael Kitces talks with Alexandra Levi. Alex is the Founder and Managing Partner of Element Financial Group about disentangling investment management and financial planning fees. (kitces.com)
- Carl Richards talks with Jerry Colonna author of "Reboot: Leadership and the Art of Growing Up." (thesocietyofadvice.com)
- Carl Richards and Michael Kitces talk about advisers should deal with heightened stress these days. (kitces.com)
The biz
- Morgan Stanley ($MS) reportedly received anti-trust approval to purchase E-Trade ($ETFC). (investmentnews.com)
- Vanguard is pushing forward with its Digital Advisor launch. (investmentnews.com)
- Addepar has raised another round of capital. (riabiz.com)
- Fidelity Charitable donors are focusing on Covid-19 relief. (fa-mag.com)
Work from home
- Work-for-home could be a permanent fixture for advisory firms. (investmentnews.com)
- Some tips on how to work from home. (riabiz.com)
CARES Act
- A review of the major provisions of the CARES Act. (kitces.com)
- Three ways the stimulus package will change retirement planning including penalty-free withdrawals. (tonyisola.com)
- How pausing RMDs can help retirees cope with the downturn. (morningstar.com)
Advisors
- Covid-19 is prompting a lot of people to seek out financial advice for the first time. (investmentnews.com)
- Ten planning conversations to have clients right now including fixing asset location issues. (kitces.com)
- On the importance of being there for your clients right now. (bonefidewealth.com)
- On the importance of mentors and how to be a good mentee. (allaboutyourbenjamins.com)
