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 rise in SEC onsite examinations.
Quote of the Day
"Tightwads seem especially attuned to the opportunity costs of spent money—they’re always thinking about how many months of rent they could afford with the money they blew on a tropical vacation."
(Olga Khazan)
Fidelity
- Fidelity has released two technology packages for small and mid-sized RIAs. (citywire.com)
- Hopes are high for the Fidelity/Advyzon service offering. (riabiz.com)
Altruist
- Altruist is shifting more clients onto its own custodian platform. (riabiz.com)
- The latest in financial advisortech including a look at Altruist' new product offerings. (kitces.com)
Advisers
- Why private equity is going after retail investors: fees, high fees. (institutionalinvestor.com)
- Why splitting an estate down the middle may not be the most efficient. (kitces.com)
- How to get started in podcasting. (advisorengine.com)
- Larry Swedroe is out at the combined Buckingham-Colony. (citywire.com)
- Seven factors when choosing the best retirement location. (kindnessfp.com)
- How to think about clients who have an inability to spend money they clearly have. (msn.com)
- Dealing with collections requires some planning. (financial-planning.com)
