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 Zoom should be your default when communicating with clients.
Quote of the Day
"This is one reason so many of us hold onto delusional beliefs about money. We tend to be reluctant to undergo the arduous, painful process of challenging and modifying our world views."(Rick Kahler)
Chart of the Day
What client types value DEI the most?