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 annuities are becoming more adviser-friendly.
Quote of the Day
"Financial professionals that have proactive communications and demonstrate a genuine caring relationship with their clients are more likely to have happier clients. Remember to let your clients speak and express themselves, sometimes all they might need is an advisor that is a good listener in order to reduce the stress level of the client."
(Victor Ricciardi)
Podcasts
- Christine Benz and Jeff Ptak talk diversity and inclusion with Lazetta Rainey Braxton. Lazetta who is the co-founder and co-CEO of 2050 Wealth Partners, a virtual financial planning and wealth management firm. (morningstar.com)
- Michael Kitces talks with Ashby Daniels of Shorebridge Wealth Management about how he built his practice focused on retirees. (kitces.com)
Schwab-TD
- RIAs are taking a wait and see attitude toward Schwabitrade. (fa-mag.com)
- Who's in and who's out at the newly combined Schwab-TD. (riabiz.com)
The biz
- It looks like Goldman Sachs ($GS) is ready to invest in its RIA custody business. (riabiz.com)
- Carson Group has raised additional capital to help fund investments. (wealthmanagement.com)
- The latest advisor fintech news including a look at Fidelity's 'Project Avocado.' (kitces.com)
Firm names
- Way too many advisory firms have 'capital' or 'management' in their name. (financial-planning.com)
- What do do instead. (financial-planning.com)
Alpha
- How to deal with a prospect that wants more alpha than standard portfolios. (riaintel.com)
- Is there any case to be made for alternatives, like PE and VC, in client portfolios? (citywireusa.com)
Pandemic
- Pandemic induced financial anxiety isn't going away any time soon. (investmentnews.com)
- The pandemic has been a spur for some advisers to go independent. (wealthmanagement.com)
- The pandemic is forcing advisers to get social media savvy. (wealthmanagement.com)
Advisers
- It's been a year since the controversy over Ken Fisher's comments at an industry conference. What's changed and what hasn't. (thinkadvisor.com)
- Why the interest in donor-advised funds is only going to increase. (fa-mag.com)
- How self-employed couples should think about spreading compensation (or not) around. (kitces.com)
- Knowing someone's true biological age would be helpful when planning. (investmentnews.com)
- Congratulations to 'The AGC' on its first anniversary. (allaboutyourbenjamins.com)
