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 case for pro bono financial planning.
Quote of the Day
“To engage advisory clients effectively, personalization reigns supreme.”
Chart of the Day
Lauren Tara LaCapra, “Gorman, who is stepping down within the coming year, envisions workplace stock plans as the main way Morgan Stanley will keep growing its wealth business, already one of the world’s largest with nearly $5 trillion in client money under management.” (chart via @ycharts)
