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 much clients really understand about their fees.
Quote of the Day
"This can be a great time to renegotiate leases, as RIAs have leverage with landlords."
(Timothy Welsh)
Podcasts
- Christine Benz and Jeff Ptak talk behavior with their colleague Sarah Newcomb. (morningstar.com)
- Michael Kitces talks with Bill Bachrach who is CEO of AdvisorRoadMap, which provides training and mentorship to help financial advisors better attract and communicate with their ideal clients. (kitces.com)
CI Financial
- CI Financial ($CIXX) is not slowing down its pace of acquisitions. (riabiz.com)
- CI Financial is offering targets equity participation in the company’s US wealth management business. (citywireusa.com)
The biz
- How much did Schwab's ($SCHW) cash holdings in the Schwab Intelligent Portfolios cost clients? (citywireusa.com)
- Personal-wealth businesses in the asset-management arm will be consolidated under the newly christened PNC Private Bank. (financial-planning.com)
- How Wealthfront is making crypto funds available to its clients. (riabiz.com)
- The number of $1 billion AUM RIAs is on the rise. (investmentnews.com)
Career
- According to this survey, financial advisers find a good match between career and personal well-being. (kitces.com)
- Why new advisers would be well served by a more structured training process. (financial-planning.com)
Advisers
- Adviser-client fit is a challenge, which is why it best to learn it early on. (barrons.com)
- Good advisers help clients put themselves in the shoes of their future selves. (evidenceinvestor.com)
- Your clients are likely underestimating the costs of college. (riaintel.com)
- How closely should advisers track self-directed client accounts? (financial-planning.com)
- A majority of financial advisers don't use an adviser themselves. (investmentnews.com)
- How one adviser learned first hand the ins and outs of special needs trusts. (citywireusa.com)
- How art collectors borrow against their portfolios. (financial-planning.com)
