Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at whether an app can help you save more.
Advisors
- Josh Brown on how advisors can use social media to reach clients. (etf.com)
- Charles Schwab ($SCHW) is opening up its robo platform to advisors. (investmentnews.com)
- How robo-advisors can garner $2 trillion in AUM. (bloomberg.com)
- A review of the robo-advisor space. (nytimes.com)
- Why one advisor does not use risk profile questionnaires. (etf.com)
Personal finance links
- 25 things you should know before you open a brokerage account. (alphabaskets.com)
- Rules and tactics on using donor-advised funds. (kitces.com)
- Do AUM fees make sense for financial advice? (blogs.wsj.com)
- Why you should take a "total wealth" approach to financial planning. (etf.com)
- Use everyday life to teach kids about money. (blogs.wsj.com)
- Being "superrich" sounds exhausting. (nytimes.com)
