Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why spending in retirement is so difficult for many clients.
Quote of the Day
"Don’t automatically think prospects and clients want your advice. There will be many times when you can build a relationship of trust and confidence by not giving it."
(Dan Solin)
Robo-advisors
- Robo-advisor Personal Capital is once again growing AUM. (riabiz.com)
- Robo-advisor WorthFM is closing its doors. (wealthmanagement.com)
Survey
- This Kitces-sponsored survey hopes to identify how "financial advisors are actually preparing and delivering financial plans today." (kitces.com)
- A direct link to the Kitces Research Survey on Advisors' Financial Planning Processes. (sgiz.mobi)
Podcasts
- Tim Mulooly talks with Alex Palumbo about what its like to be a 'young adviser' these days. (livingwithmoney.com)
- Michael Kitces talks with Anjali Jariwala who has built a niche, retainer-based business focused on young professionals. (kitces.com)
Advisor links
- Sequence of returns risk matters in retirement: how to build a better glidepath. (blog.thinknewfound.com)
- Do we really need 401(k) plans that offer participants a load of alternative assets? (morningstar.com)
- How Vanguard's move to make trading of most ETFs free is a shot across the bow of existing programs. (kitces.com)
- Four reasons why advisers should be afraid of the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF ($GSLC). (bloomberg.com)
- Why the financial advice industry needs to become more female, younger and more diverse. (wealthmanagement.com)
