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 challenges of integrating RIA acquisitions.
Quote of the Day
"Adding advisors is a competitive game, mostly played with other people’s money. If you manage a lot of assets and are near anything remotely resembling a major metropolitan city, you’ve probably been offered a substantial amount of money to bring your clients over to firm XYZ."
(Michael Batnick)
Podcasts
- Brendan Frazier talks with Julie Littlechild, founder and CEO of Absolute Engagement, about creating meaningful conversations. (wiredplanning.com)
- Ben Johnson and Julie Willoughby talk with Tony Davidow who is a senior alternative investment strategist for the Franklin Templeton Institute. (open.spotify.com)
The biz
- Despite the headlines, Fidelity is still hiring. (riabiz.com)
- UBS is the biggest wealth manager outside of North America. (ft.com)
Advisers
- Advisers are beset with online scams. (riabiz.com)
- When do you need to register as an investment adviser? (obliviousinvestor.com)
- How to pick an encrypted file system. (xyplanningnetwork.com)
- Clients are increasingly willing to meet remotely. (investmentnews.com)
- How home buying is going to change with the upheaval of realtor commissions. (thebasispoint.com)
- How Social Security spousal benefits differ from survivor benefits. (financialducksinarow.com)
- How long term care risk differs for couples and singles. (papers.ssrn.com)