Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what RIAs are doing with their office space in light of the pandemic.
Quote of the Day
"Younger employees have a different attitude toward illegal, harassing, and abusive behavior at work--and companies are wise to pay attention and adapt."
(Sonya Dreizler)
Podcasts
- Daniel Crosby talks adviser flow with Jordan Hutchison, XYPN Director of Partnerships. (standarddeviationspod.com)
- Frazer Rice talks with Olivia Summerhill about working with HNW women during, after, a divorce. (podcasts.apple.com)
- Michael Kitces talks with Charlotte Geletka of Silver Penny Financial about building a firm post-acquisition. (fasuccess.libsyn.com)
Alternatives
- How Bridgewater Associates plans to work with iCapital to bring it hedge funds to a new audience. (riabiz.com)
- Why Bitwise focuses on indexed products for advisory clients. (blockworks.co)
The biz
- Deal making is getting compressed into 2021 over a fear of rising taxes. (citywireusa.com)
- Direct indexing is rapidly getting normalized and integrated into bigger platforms. (investmentnews.com)
- Dynasty Financial Partners is first out the gate with celebrity (athlete) endorsers. (citywireusa.com)
- Fidelity is increasing its efforts to reach young investors. (investmentnews.com)
- The T3 Conference this September has been pushed into 2022. (thinkadvisor.com)
Advisers
- Four steps you should take prior to an initial client meeting. (advisorperspectives.com)
- Sometimes the best thing an adviser can do is help a client seek out a more simple life. (kitces.com)
- Sometimes the best response to a seemingly urgent request is to wait. (advisorperspectives.com)
- Why a fiduciary needs to consider annuities for clients in retirement. (investmentnews.com)
- Younger advisers have different expectations when it comes to workplace behavior. (morningstar.com)
- Why financial planning as an employer benefit is a win-win. (financial-planning.com)
- Every successful firm creates its own unique culture. (riaintel.com)
