Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why clients jump ship.
Robo-advisors
- How DailyWorth went from newsletter to robo-advisor. (tradestreaming.com)
- How Charles Schwab ($SCHW) pushed back against the upstart robo-advisors. (fastcompany.com)
- UBS will soon begin using SigFig robo-technology. (nytimes.com)
Advisors
- Turning off the news spigot is a great value advisors can provide clients. (investmentnews.com)
- How customized statements can enhance a client relationship. (blogs.cfainstitute.org)
- Why financial advisors need to keep their clients accountable. (indystar.com)
Personal finance
- Can financial advisors successfully use Twitter data to be more effective? (financialadvisoriq.com)
- Three reasons you should have a will. (timmaurer.com)
- 401(k) plan fees continue to come down. (wsj.com)
- How to save more without affecting your satisfaction. (monevator.com)
- What the NFL is trying to teach players about money and life post-football. (next.ft.com)