Adviser links: fee conversations
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
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)
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