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 fifty biggest fee-only RIAs in the U.S.
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Quote of the Day
"At the end of the day, we just want to feel as though we’re a priority for our advisor, even though we don’t have a ton to invest."
(Anne Feld)
Taxes
- Eight ways to minimize taxes on the sale of a business. (alphaarchitect.com)
- When does 'married filing separately' make sense? (genyplanning.com)
Marketing
- You don't have to be on social media if you don't want to. (forbes.com)
- Stop using stock photos on your website. (danielsolin.com)
The biz
- High profile startups are turning to celebrities to help build brand value. (investmentnews.com)
- VCs are betting big that Vise can disrupt the RIA portfolio management space. (riabiz.com)
- More evidence that the market for RIAs keeps getting stronger. (investmentnews.com)
- How OnRamp is bring cryptocurrency to advisors. (riabiz.com)
Advisers
- There is no longer a difference in retention with clients who pay an AUM fee vs. retainer. (riaintel.com)
- Advisers are not waiting to see an ETF's real-world track record before investing. (investmentnews.com)
- There is no one-size-fits-all Asian American client. Act accordingly. (morningstar.com)
- Three cases in which you can get a Social Security claiming 'do-over.' (investmentnews.com)
- There is no silver bullet when it comes to identifying clients with dementia risk. (riabiz.com)
- Noise affects what advisers recommend to clients. (evidenceinvestor.com)
