Adviser links: legacy building

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)