Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a tour of the top 10 robo-advisors.
Quote of the Day
"The markets are filled with crazy uncles. Universal laws are not part of the equation. This makes markets a very dangerous place for those who insist on certainty and order."
(Anthony Isola)
Advisors
- New threats to the AUM model. (advisorperspectives.com)
- Why advisors should ask clients to fill out questionnaires in the privacy of their own home. (fa-mag.com)
- Is financial planning software too 'product-centric'? (kitces.com)
- Three characteristics that make you a "real financial advisor." (behaviorgap.com)
Robo-advisors
- The 9 best robo-advisors for consumers. (thinkadvisor.com)
- A review of robo-advisor Betterment. (businessinsider.com)
Estate planning
- How to get clients motivated to do estate planning. (thinkadvisor.com)
- Make a will. Full stop. (thebillfold.com)
Savings
- How to study your spending. (theescapeartist.me)
- Digit wants to make saving money easier. (bloomberg.com)
Personal finance
- Are you an ostrich, engineer or pragmatist? (ft.com)
- Why its great to be a young investor. (thereformedbroker.com)
- Risk tolerance and risk capacity should be measured separately. (kitces.com)
- JP Morgan's ($JPM) 401(k) plan is pretty meh. (dealbreaker.com)
- Personal debt is crushing so many Americans. (tonyisola.com)
- Single women buy houses at a rate twice that of single men. (bloomberg.com)
- Should you file your own taxes? (obliviousinvestor.com)
