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.
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)
