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 to produce a compliant podcast.
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Quote of the Day
"Drafting a financial plan or investment strategy is not the major challenge for advisors. Rather, the challenge is finding ways to help the client adhere to the plan."
(Jay Mooreland)
Podcasts
- Jeff Ptak and Christine Benz talk with Carl Richards about what he is focusing on now. (morningstar.com)
- Michael Kitces talks with Mindy Diamond, founder of Diamond Consultants, about the many options advisers have these days in establishing a business platform. (kitces.com)
- Tyrone Ross talks with Cathy Curtis of Curtis Financial Planning about how her practice attracts the right clientele. (humanadvisorpodcast.com)
M&A
- The thinking behind Goldman Sachs' ($GS) purchase of Folio Financial. (riabiz.com)
- How the Folio deal helps Charles Schwab ($SCHW). (thinkadvisor.com)
- Personal Capital is on the auction block. (riabiz.com)
Infrastructure
- Why Blackrock ($BLK) is moving Aladdin Wealth on the to Microsoft ($MSFT) cloud. (riabiz.com)
- Alternatives platform iCapital is acquiring Artisoft. (citywireusa.com)
- TradingFront's turnkey platform is meant to appeal to small to mid-sized independent RIAs and break-aways based on the InteractiveBrokers platform. (riaintel.com)
- Envestnet Connect aims to be the "future of performance reporting." (wealthmanagement.com)
PPP
- Will clients care if you took a PPP loan? (cnbc.com)
- The Carson Group is the highest profile example of a firm taking PPP loans. (citywireusa.com)
Advisers
- A 4% retirement withdrawal rate is way too optimistic these days. (investmentnews.com)
- RIA CEOs are now facing tough decisions on how to deal with their workforces and offices. (thefinancialbodyguard.com)
- Is leverage really appropriate for the RIA structure? (citywireusa.com)
- Will permanent remote work make it possible to increase female participation as advisors? (investmentnews.com)
- The 403(b) plan space has a huge incentive problem. (tonyisola.com)
