Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what advisers need to know about working with creative types.
Quote of the Day
"For investment advisers and for investors, popular culture and the zeitgeist matter. Client experience, communication, and social are as important for us as tickers were to the ticker tape."
(Barbara Sweet, CFA)
Lessons
- Five lessons from five years as a startup RIA focused on Gen Y. (genyplanning.com)
- With clients, advisers know the how, what they need to understand is the why. (iheartwallstreet.com)
- Michael Kitces and Charlotte Beyer talk about the worries and needs of ultra-HNW families. (kitces.com)
Retirement
- Americans are particularly fearful of rising health care costs in retirement. (fa-mag.com)
- Why spending in retirement is so difficult for many Americans. (onefpa.org)
Advisers
- How Wealthfront deals with the challenge of goals-based planning. (wealthmanagement.com)
- Only a small percentage of RIAs have allocated money to alternatives. (ft.com)
- Why advisers shouldn't shy away from legacy planning. (wisdomtree.com)
- The FT 300: the list of the top US-registered investment advisers for 2018. (ft.com)
- An interesting profile of Australia's Scott Pape author of "The Barefoot Investor: The Only Money Guide You’ll Ever Need" who has become a personal finance rockstar. (nytimes.com)
- What clients really think about your website. (advisorchecklist.com)
- Just because it is on a blog, doesn't mean its true. (themaven.net)
