Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why RIAs increasingly compete with other RIAs.
Quote of the Day
"An estate can be planned and built, but a legacy cannot. It can’t be pursued—it must ensue."
(Tim Maurer)
Podcasts
- Josh Brown talks with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. (youtube.com)
- Daniel Crosby talks with Neil Bage who is the founder & CEO of Neurofi Behavioural Intelligence. (standarddeviationspod.com)
- Laurie Santos talks about the benefits of foregoing small talk for something deeper. (podcasts.apple.com)
The biz
- XYPN Sapphire, the corporate RIA lhas already surpassed $1 billion in AUM. (riabiz.com)
- Is Goldman Sachs ($GS) making progress on the custody front? (wealthmanagement.com)
- Fisher Investments is an old school marketing machine. (riabiz.com)
Advisers
- Andrew Samalin, "Fixed income is not a defensive concession. It is a fundamental component of sound portfolio construction." (investmentnews.com)
- Should advisor clients automatically be characterized as accredited? (thedailyupside.com)
- I just received an inheritance. Now what? (kindnessfp.com)
- When an estate plan is too simple. (wealthmanagement.com)
- Is your website clear about your value add? (linkedin.com)
- Some goings on in the RIA space including how Mariner is using Cariloop. (riabiz.com)
- Few books break through in financial space: Belle Burden's "Strangers: A Memoir of Marriage" has. (bloomberg.com)
- How to say no to a client. (xyplanningnetwork.com)