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 talk to clients that can’t help but keep checking their account values.
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Quote of the Day
"I can’t imagine there is a single business owner in America right now who wouldn’t rather have the economy revived and pay their loans off rather than be forced to ask for forgiveness."
(Josh Brown)
Podcasts
- Tyrone Ross talks how to build long-lasting meaningful relationships with your clients with Nina O'Neal. (humanadvisorpodcast.com)
- Daniel Crosby talk with Justin Castelli about balancing personal and professional content. (stitcher.com)
- Tobias Salinger talks with Nicole Boyson about the issue with dual-registered firms. (financial-planning.com)
- Michael Kitces talks with Daniel Zajac. Daniel is a financial advisor and partner with Simone Zajac about how focusing on equity compensation led to a successful niche strategy. (kitces.com)
PPP
- RIAs are one of the few industries required to disclose PPP loans. (wealthmanagement.com)
- How Ritholtz Wealth Management has managed through the pandemic. (thereformedbroker.com)
- A PPP loan is not a bailout. It is not free money. (ritholtz.com)
- PPP loans for RIAs are within the intent of the program. (citywireusa.com)
Fidelity
- Fidelity Institutional added 100,000 accounts in Q1. (financial-planning.com)
- Fidelity and Schwab ($SCHW) are now providing data aggregators APIs to access their client data. (riabiz.com)
- Hybrid-model wealth management businesses saw a big tick up in calls. (riaintel.com)
The biz
- Why one wealth manager decided to become a B corporation. (investmentnews.com)
- The hot new trend in RIA M&A is buying minority stakes (25%) in firms. (riabiz.com)
WFH
- WFH is forcing advisors to revisit their technology platforms. (investmentnews.com)
- You really can't engage too much with your team while they are working remotely. (investmentnews.com)
Client acquisition
- Five things that help turn your website into a conversion machine. (advisorperspectives.com)
- Spend more time talking about the kind of clients you want to attract. (advisorchecklist.com)
Advisers
- Only 1.5% of CFPs are black. (financial-planning.com)
- Why you want your adviser to focus on 'slow money.' (blairbellecurve.com)
- How to work with neurotic clients: think coaching, not education. (morningstar.com)
- You need to be able to clients something more than “stay the course.” (advisorchecklist.com)
- Values are the foundation on which financial planning rests. (barrons.com)
