Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how to compare financial advisors.
Quote of the Day
"Tens of thousands of advice firms around the world are dying a lingering death. By the time they realise, it’ll be too late. They won’t stand a chance."
(Robin Powell)
Advisors
- What makes for a strong financial advisor brand. (iris.xyz)
- Morningstar is merging its two major conferences into one. (riabiz.com)
Robo-advisors
- Robo-advisor portfolios are different enough that they require some research. (marketwatch.com)
- A shout out to some financial mentors. (whitecoatinvestor.com)
- United Income is targeting an older, wealthier demographic. (wsj.com)
Personal finance
- How Millennials can prepare for the next financial crisis. (awealthofcommonsense.com)
- Why you should try to put a value on income streams like your paycheck and Social Security. (humbledollar.com)
- Maybe retirees should rent instead of own. (randomroger.com)
- How the exclusion on home price gains works. (humbledollar.com)
- What it's like to plan for 'non-retirement.' (blogs.cfainstitute.org)
