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 advisors should participate in the PPP program.
Quote of the Day
"If an advisory firm is struggling to grow, often the problem isn’t actually a matter of better marketing; instead, it’s about developing a better client service process."
(Angie Herbers)
Podcasts
- Christine Benz and Jeff Ptak talk with Wade Pfau about how to think about safe withdrawal rates. (morningstar.com)
- Josh Brown recently spoke with Jack Otter of Barron's about what it's like to run a wealth management firm amidst the pandemic. (barrons.com)
- Ed Lopez talks with Doug Boneparth about reaching Millennials and building a brand online. (vaneck.com)
- Daniel Crosby talks advisor technology with Kyle Van Pelt. (overcast.fm)
The biz
- Are zero interest rates going to force custodians to re-think their pricing models? (financial-planning.com)
- TD Ameritrade captured $45 billion in net new assets in Q1. (riabiz.com)
- The latest financial advisor technology news including: Steve Lockshin's new estate planning service for advisors. (kitces.com)
- Big brokers are hiring like crazy to fill needs in customer service. (wealthmanagement.com)
- Charles Schwab ($SCHW) is taking all its 2020 conferences online. (riabiz.com)
Practice management
- Why some advisory firms saw their PPP applications rejected. (wealthmanagement.com)
- Should advisors cut fees for those adversely affected by coronavirus? (investmentnews.com)
- XY Planning Network has launched its own compliance archiving solution. (wealthmanagement.com)
- How the coronavirus will affect RIA M&A. (wealthmanagement.com)
Advisors
- The coronavirus pandemic is highlighting how advisors serve as emotional support for clients. (fa-mag.com)
- How to provide support for newly unemployed clients. (wealthmanagement.com)
- The lowdown on how to take advantage of the CARES Act provisions on student loans. (kitces.com)
- Super-low interest rates allow for a lot of flexibility when it comes to estate planning. (advisorhub.com)
- A good financial advisers serves a number of roles including accountability. (berknell.com)
- Should you position yourself as a 'behavioral coach'? (blog.brinkercapital.com)
