Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at when to update your estate plan.
Quote of the Day
Just remember, “every [financial plan] must begin with the right intent”.
(Justin Castelli)
Robo-advisors
- If everyone is a robo-advisor, then no one is a robo-advisor. (thereformedbroker.com)
- Your robo-advisor may have a conflict of interest. (bloomberg.com)
- Betterment clients can now text the company's advisors. (businessinsider.com)
- Rating the recent performance of various robo-advisor portfolios. (barrons.com)
- With $10 billion in AUM Betterment is still fighting the competition. (fastcompany.com)
- The hidden genius of robo-advice: overcoming algorithm aversion. (abnormalreturns.com)
Advisors
- Should financial advisors 'put their name on the door'? (kitces.com)
- Why advisors love complex portfolios. (blog.alphaarchitect.com)
- Financial planners have it all backwards. (theirrelevantinvestor.com)
- Big banks are in the market for RIAs. (financial-planning.com)
- The NFLPA is cleaning up its list of approved financial advisors. (advisorhub.com)
Retirement
- Are older Americans doing better in retirement than reported? (census.gov)
- Don't be a victim in retirement. (randomroger.com)
Personal finance
- Wall Street desperately wants you to take out a securities-backed loan. (wsj.com)
- Sometimes you shouldn't roll your 401(k) holdings into an IRA. (peterlazaroff.com)
- An estate planning checklist. (beta.morningstar.com)
- How to maximize your credit card rewards. (genyplanning.com)
- Why do Americans still write so many darn checks? (bloomberg.com)
- Things we will never believe happened 30 years from now. (humbledollar.com)
