Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why DFA changed its mind about the ETF business.
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Quote of the Day
"One of the things I’ve come to understand as we’ve built our business is that every time you choose a technology vendor, you’re doing a lot more than choosing a technology vendor. You’re making an investment."
(Josh Brown)
Podcasts
- Barry Ritholtz talks with Ron Carson, founder and CEO of the Carson Group about pretty much everthing. (ritholtz.com)
- Michael Kitces talks with Hannah Moore. Hannah is the Founder of Guiding Wealth about building a practice that highlights her unique skills and strengths. (kitces.com)
M&A trends
- After a pause, the deal activity in May/June shows continued interest in RIA M&A. (riaintel.com)
- The pandemic put the breaks on a lot of RIA deals, but advisors expect the pace to pick back up again. (investmentnews.com)
- The pandemic has re-injected risk into the M&A market for RIAs. (riabiz.com)
Deals
- Why the Orion-Brinker tie-up is a big deal. (thinkadvisor.com)
- How private equity ownership helps explain the idea behind the Orion-Brinker Capital tie-up. (riabiz.com)
- Empower Financial is buying robo-advisor Personal Capital. (riabiz.com)
- What is Empower Financial's trying to accomplish in buying Personal Capital? (citywireusa.com)
Pandemic
- How the pandemic is accelerating four trends that already were in place for advisers. (citywireusa.com)
- It's hard to think about estate planning in pandemic, but it may be the exactly the right time to revisit some issues. (fa-mag.com)
Advisers
- Building the life you want: lessons learned from five years as independent RIA. (allaboutyourbenjamins.com)
- Three things that make for more satifisfied planning clients. (investmentnews.com)
- What kind of conversations should advisers and clients have about performance? (riaintel.com)
- Reg BI did little to clear up confusion in consumers minds. So fiduciaries have to do more to distinguish themselves. (marketwatch.com)
