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 the pandemic has changed client communications.
Quote of the Day
“It’s just a software problem. And the technology required to produce that customized account has plummeted to the point where it’s almost retail. It’s not quite mom-and-pop, but it’s heading there.
(Dave Nadig)
Podcasts
- Jamie Hopkins talks retirement planning with Christine Benz of Morningstar. (podcasts.apple.com)
- Daniel Crosby talks with Dani Fava talk trends in fintech and more. (standarddeviationspod.com)
Schwab
- Schwab-TD Ameritrade integration efforts are in full force. What RIAs need to know. (riabiz.com)
- Charles Schwab ($SCHW) is already cashing in on its referral agreement with USAA. (riabiz.com)
Family offices
- There's a lot more to being a family office than putting 'family office' in your company name. (citywireusa.com)
- More wealth management firms are adding in-house expertise in estate planning and insurance to become 'one-stop' shops. (riaintel.com)
- Family offices are being beset with offers to invest in private companies, in pandemic. (nytimes.com)
Client acquisition
- Referrals don't just arrive, they need to be cultivated. (fa-mag.com)
- Why it is important to define your ideal client. (indigomarketingagency.com)
Advisers
- Why it's important to break down the specific risks in retirement, like longevity, to make for more productive discussions. (thinkadvisor.com)
- Why you need to know about the pandemic-related rules for choosing COBRA coverage. (advisorperspectives.com)
- Can there ever be a normative standard for financial advice? (advisorperspectives.com)
- Advisor technology news from the past month including MoneyGuidePro integrating with AdvicePay. (kitces.com)
- The 50 fastest growing RIAs in the US. (fa-mag.com)