Adviser links: communication skills
Tadas Viskanta
Abnormal Returns
5 months ago
1 MIN READ
Podcasts
- Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com)
- Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (rationalreminder.libsyn.com)
The biz
- Goldman Sachs ($GS) is getting out of the robo-business by selling its Marcus Invest to Betterment. (investmentnews.com)
- AssetMark was just sold to GTCR. (thinkadvisor.com)
- Trust & Will just signed a deal with LPL Financial. (citywire.com)
Growth
- Organic growth is tough to find, especially if you have relied on referral networks. (downtownjoshbrown.com)
- Ritholtz Wealth Management continues to grow without acquisitions. (barrons.com)
Advisers
- Don’t discount the power of the Fidelity, Vanguard and Schwab brands to potential clients. (riabiz.com)
- Advisory firm profitability and how affiliate fees play a role. (kitces.com)
- Are advisory firms doing enough to personalize their services? (investmentnews.com)
- Monte Carlo probability of success measures are a misnomer. Why we should focus on spending guardrails. (kitces.com)
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