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 case for custodians to charge an asset-based fee.
Quote of the Day
“It’s OK not to work with someone that we can’t give the right value for what they need — specifically we can’t be all things to all people.”
(Paul West)
Podcasts
- Daniel Crosby talks with Penny Phillips, co-founder and President of Journey Strategic Wealth. (standarddeviationspod.com)
- Michael Kitces talks with J.D. Bruce who is the Chief of Innovation for Abacus Wealth Partners about segmenting clients. (kitces.com)
- Christine Shaw talks with Rajini Kodialam, co-founder and chief operating officer at Focus Financial Partners, about working best with women. (investmentnews.com)
M&A
- Connectus Wealth Advisers, a partner firm of Focus Financial Partners, is increasingly going global. (barrons.com)
- Charles Schwab ($SCHW) will launch a service to help independent RIAs prepare for mergers or acquisitions (citywireusa.com)
Growth
- How Mercer went from $10 billion to $32 billion in AUM. (riabiz.com)
- Structured note platform, Halo, is growing quickly and rose a new round of capital. (riaintel.com)
- 401(k) provider Vestwell is growing quickly. (riabiz.com)
Advisers
- The wealthy are freaking out about potential estate tax changes. (financial-planning.com)
- End users are demanding a better technology experience from advisers. (investmentnews.com)
- It's not surprising that people want to work with advisers like them. (advisorperspectives.com)
- Prince Harry and Meghan, the Duke and Duchess of Sussex, have partnered with Ethic. (riaintel.com)
- How adviser can help clients navigate the 'great resignation.' (barrons.com)
- Why advisers have been slow to embrace Bitcoin. (financial-planning.com)
