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 staying independent may be the best course for your practice.
Quote of the Day
"To retain top talent, thoughtful hiring must be paired with fostering an inclusive workplace where all employees feel like they can be themselves and belong."
(Sonya Dreizler)
Podcasts
- Christine Benz and Jeff Ptak talk with Kerry Hannon author of "Great Pajama Jobs: Your Complete Guide to Working from Home" about the future of work, especially for older workers. (morningstar.com)
- Michael Kitces talks with Morgen Rochard. Morgen is the founder of Origin Wealth Advisers about running a highly focused practice. (kitces.com)
The biz
- TD AdvisorDirect and Schwab Advisor Network will unite under the Schwab Advisor Network name. (citywireusa.com)
- The story behind Lightyear Capital's purchase of fast-growing Allworth Financial. (riabiz.com)
- Goldman Sachs' ($GS) FinLife Partners offers RIAs a break on technology fees based upon AUM in GSAM-affiliated funds. (citywireusa.com)
- How should RIAs think about commission-free trading and the custodian relationship. (kitces.com)
eMoney
- eMoney Advisor wants to get 'more plans to more people' (financial-planning.com)
- Fidelity-owned fintech eMoney Advisor has launched a mobile planning app. (investmentnews.com)
- What eMoney is trying to accomplish with its 'Collaborate Planning Service.' (wealthmanagement.com)
Advisers
- Muni money market funds are a dying breed. (riabiz.com)
- Life insurers continue to give up market share to asset management. (thinkadvisor.com)
- Betterment is seeing accelerating uptake of its ESG portfolios. (riabiz.com)
- What clients value most in a financial adviser. (kitces.com)
- Some advisers are feeling comfortable enough to get on the road for in-person meetings. (investmentnews.com)
- Why advisers shouldn't do their own financial plans. (thinkadvisor.com)