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 remote work makes cybersecurity even more important for advisers.
Quote of the Day
"The good news is that technology democratizes access. The bad news is that most financial advisors are terrible at podcasting."
(Ric Edelman)
The biz
- Why you should expect to see more consolidation in the TAMP space. (riaintel.com)
- Envestnet is all about bundling additional services and features together for advisers. (riabiz.com)
- Mega RIA firms are inpatient as ever to do deals. (investmentnews.com)
- Betterment is studying the potential of direct indexing on its business. (riabiz.com)
- Joe Duran on how the first year at Goldman Sachs ($GS) has gone. (wealthmanagement.com)
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Software
- The market isn't big enough for 50 portfolio management solutions to survive. (kitces.com)
- Planning software is not great a modeling joint lifetimes. (thinkadvisor.com)
Content
- A successful content strategy requires patience and consistency. (advisorperspectives.com)
- If you are going to self-publish a book do it for the authority it will generate for your practice, not sales. (kitces.com)
Advisers
- The pandemic has accelerated some inter-generational wealth discussions. (barrons.com)
- Why now is the perfect time to think about you engage with clients. (absoluteengagement.com)
- Advising 'open' investors is no easy task. (morningstar.com)
- What would revised accredited investor guidelines look like, and how would advisers fit in? (brookings.edu)
