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 rollout of direct indexing solutions to retail investors by Schwab and Fidelity.
Quote of the Day
"Advisors who sell on performance, die by performance. Their client relationships will not endure the next downturn or the next time their strategy underperforms. Any financial advisor presenting you with a beautiful chart of past performance is a red flag."(Blair duQuesnay)