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 gap between clients want and what they get.
Quote of the Day
"The old school way of meeting with a client once a year and offering investment management services simply won’t suffice moving forward."
(Mike Capelle)
Podcasts
- Brian Portnoy talks human-centric advice with Kelsey McKenna and Zachary Conway of Seeds Investor. (youtube.com)
- Larry Sprung talks with Josh Brown about his path to wealth management. (mitlinmoneymindset.libsyn.com)
- Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. (getelements.com)
- Frazer Rice talks with Christopher Holtby about the role of a directed trustee. (youtube.com)
- Daniel Crosby talks with Jane Adshead Grant about about becoming a better listener. (standarddeviationspod.com)
The biz
- Charles Schwab ($SCHW) seems to be past the worst of things. (riabiz.com)
- Envestnet ($ENV) is reportedly in play, for real. (citywire.com)
- Vanguard is doubling down on Charlotte as a tech hub. (riabiz.com)
Alternatives
- Financial advisers leave wirehouses for a reason. (citywire.com)
- What private investments RIAs are allocating towards. (citywire.com)
- iCapital has teamed with Bain Capital Credit to provide access to Bain's credit products. (riaintel.com)
Practice management
- Fidelity has launched a new 'Growth Hub' for advisers. (investmentnews.com)
- Why RIA sellers need to take their time. (citywire.com)
Advisers
- Why clients are not as engaged as they could be. (kitces.com)
- Advisers shouldn't ignore Gen X. (riaintel.com)
- How to repurpose your content efforts for maximum impact. (kitces.com)
- Ultra-wealthy New Yorkers are going to great lengths to prove they have left the state for tax purposes. (bloomberg.com)
- No surprise here. Robo-advisors and financial advisers are complements. (papers.ssrn.com)