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 history of family offices going back the Rockefellers.
Quote of the Day
"But I would say that alpha creation, especially when it comes to large scalable funds or strategies, is largely a myth."
(Dennis Davitt)
Podcasts
- Josh Brown and Michael Batnick talk with Devon Drew of DFD Partners. (thereformedbroker.com)
- Megan Carpenter and Candice Carlton talk authenticity and niche with Michael Kitces. (ficommpartners.com)
- Jeff Ptak and Christine Benz talks with Michael Kitces about the myth of free compression. (morningstar.com)
Independence
- Mike Hlavek, "After years of work in a wirehouse, you get used to having to justify everything you want to do." (investmentnews.com)
- Why RIAs continue to take share from wirehouses. (ritholtz.com)
Practice management
- How associate advisers can add value on their path to client ownership. (kitces.com)
- Best practices for drafting RIA advisory agreements. (kitces.com)
Back office
- Custodians are investing heavily to digitize the onboarding process. (riabiz.com)
- More mid-and back solutions are now available to aspiring RIAs. (advisorperspectives.com)
Advisers
- Sarah Newcomb, "Clearly, personal financial management involves much more than numeracy and financial acumen." (morningstar.com)
- It's never been easier for advisers to help clients with their cash management needs. (kitces.com)
- The pandemic life insurance boom has cooled. (wsj.com)
- Why planners working with LGBTQ clients are on edge. (riabiz.com)
- What lessons can we learn from a mature SoFi ($SOFI)? (investmentnews.com)
- Sequence of returns risk is real. (morningstar.com)
