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, when and if to bring advisers back into an office setting.
Quote of the Day
"The financial advisor of the future will be a complex professional, a hybrid knowledge worker who’s fully embraced the digital transformation and in possession of superb personal skills."
(Matt Oechsli)
Podcasts
- Michael Kitces talks with Sara Stanich the founder of Cultivating Wealth about building a firm that works for her needs. (kitces.com)
- Michael Kitces and Carl Richards talk about just how much complexity do clients need to see. (kitces.com)
PPP
- More big RIAs have disclosed they took PPP loans. (citywireusa.com)
- The case against taking PPP loans. (citywireusa.com)
The biz
- Is a combined iCapital-Artivest going to unlock alternatives for the RIA crowd? (riabiz.com)
- Smarsh is buying Entreda. (wealthmanagement.com)
- Fidelity has upped the perks it offers to HNW wealth management clients. (investmentnews.com)
Practice management
- How advisers can go from being in 'survival mode' into looking for opportunities. (kitces.com)
- No single individual adviser has all the expertise needed to help manage a complex financial situation. (blog.brinkercapital.com)
Advisers
- Why now is the time to revisit the big questions around your finances and life. (morningstar.com)
- Some clients are going to have boundary issues with friends and family. What an advisor can do to help. (kitces.com)
- How to talk to a client that can't keep checking their account value. (wisdomtree.com)
- Single parents have a unique set of needs when it comes to financial planning. (wealthmanagement.com)
- Americans are worried about their finances but don't have the time to deal with it. (financialadvisoriq.com)
- Three emotional benefits from hiring a financial advisor. (evidenceinvestor.com)
