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 some advisers choose to keep working well past traditional retirement ages.
Quote of the Day
"My experience has been those prospective clients who buy services are much happier and more satisfied — with the experience, the relationship, and the end results — than prospective clients who get sold those same services."
(Barry Ritholtz)
The biz
- A closer look the inner workings of the new Amex-Vanguard service, "INVEST for Amex by Vanguard." (riabiz.com)
- HGGC, through Aspire Holdings, is preparing to put $300 million to work investing in RIAs. (citywireusa.com)
- The Onyx Advisor Network, a new platform for underrepresented, fee-only financial advisors, is set to launch. (riaintel.com)
- Fidelity is planning to make Bitcoin available to 401(k) plans: sponsors have a big decision to make. (riabiz.com)
Practice management
- Seven lessons from building a fee-only financial planning firm from scratch. (kitces.com)
- When hiring, be clear on what your firm needs. (advisorperspectives.com)
- Should a practice have more than one niche? (advisorperspectives.com)
M&A
- Some things to consider before selling your practice. (barrons.com)
- A succession plan brings up emotions in both clients and principals. (fa-mag.com)
Advisers
- Eight conversations to have with clients about inflation. (kitces.com)
- Eight tips to help combat elder financial exploitation. (kindnessfp.com)
- Four ways to make a more compelling website. (advisorperspectives.com)
- You can learn a lot by review a client's tax return. (advisorperspectives.com)
- The latest financial advisor technology news including Orion's purchase of RedTail. (kitces.com)
