Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at whether your business continuity plan is in order.
Podcasts
- Michael Kitces talks with Minoti Rajput the Founder and President of Secure Planning Strategies about working with families with special needs children. (kitces.com)
- Tyrone Ross talks connecting with client with Rene Nourse of Urban Wealth Management about (humanadvisorpodcast.com)
- Ed Lopez talks with Shannon McLay of Financial Gym. (vaneck.com)
The biz
- The Schwab-TD Ameritrade deal was struck pre-pandemic. Where does it stand now? (riabiz.com)
- Mariner Wealth Advisors, is launching Mariner Platform Solutions, which is partly a Mariner-branded, Dynasty Financial Partners desktop software for independent advisor representatives. (riabiz.com)
- RIA deals that were in process pre-coronavirus will likely close. The question is what happens next? (investmentnews.com)
- Thematic brokerage firm Motif is closing and transferring accounts to Folio. (riaintel.com)
- The rush to launch cash management products is over for now. (investmentnews.com)
- Fidelity is hiring. (investmentnews.com)
Retirement
- The 4% rule is now the 2.4% rule, or so. (thinkadvisor.com)
- How Covid-19 is a sneak preview for retirement. (wisdomtree.com)
Advisors
- Why, especially now, advisors should take advantage of custodian block trading desks. (financial-planning.com)
- Advisors can't know what is going to happen in unprecedented times. Don't pretend otherwise. (thefinancialbodyguard.com)
- Advisers play many roles for a client, especially now. (evidenceinvestor.com)
- If more of your client communications are going to occur via video, then you need a better setup. (kitces.com)
- When simply reaching out is the best marketing. (ebadvisormarketing.com)
- The packed adviser conference schedule is largely on hold. (riabiz.com)
