Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the challenges in building a successful succession plan.
Quote of the Day
"With wealthy clients, advisors know to maintain a holistic and birds-eye view of their goals, assets, and other important factors--before zooming in to offer recommendations. Providing high-quality pro bono services means treating pro bono clients like you would treat any other client."(Phuong Luong)