Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what to think about after receiving an inheritance. You can get a sneak peek (and more) with out exclusive Talking Wealth newsletter. Sign up here.
Quote of the Day
"We had to talk a lot of people out of doing dumb stuff in the run-up to the initial public offering and, fortunately, people listened for the most part. Now you can buy as much SpaceX as you want, below the offering price, just a couple of weeks later."
(Joshua Brown)
Podcasts
- Barry Ritholtz talks with Jason Wenk, founder and CEO of Altruist. (ritholtz.com)
- Miriam Gottfried and Telis Demos talk with Brent Sullivan about tax-aware long-short strategies. (wsj.com)
- Daniel Crosby talks with Cullen Roche, author of "Your Perfect Portfolio." (standarddeviationspod.com)
The biz
- Goldman Sachs ($GS) wants in on the long-short SMA business. (riabiz.com)
- UBS wants to be valued like a money manager, not a bank. (ft.com)
- Vanguard is upping its outreach to financial advisers. (riabiz.com)
Advisers
- RIA M&A is running at a good clip, but there has been a shift. (citywire.com)
- How to build a sustainable document retention process. (kitces.com)
- Why fee conversations can be fraught. (xyplanningnetwork.com)
- What kinds of clients do you want to work with? (bestinterest.blog)
- Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Should a financial adviser have their own adviser? (youtube.com)
Sentinel — Human
The text appears to be a curated newsletter or link aggregation primarily aimed at driving traffic to financial content, displaying characteristic patterns of editorial linking rather than original argumentative writing.