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 the advice industry needs to get more diverse.
Quote of the Day
"When it comes down to it, we manage PEOPLE more than we manage MONEY."
(Timothy Mullooly)
Robo-advisors
- The field of robo-advisors is getting winnowed. (barrons.com)
- Another robo-advisor, Hedgeable, is shutting down. (thinkadvisor.com)
Investing
- Markets are unpredictable. Here is what advisers can to do introduce some predictability with clients. (thereformedbroker.com)
- The separation of portfolio management, i.e. outsourced portfolios from financial planning is a momentous change for the industry. (financial-planning.com)
Advice
- 10 lessons learned about being a better financial planner. (kitces.com)
- Advice for a young planner on how to become an "amazing advisor." (genyplanning.com)
- Why giving "advice" is counter-productive. (danielsolin.com)
Advisor links
- The wealth management industry is still highly fragmented. (thereformedbroker.com)
- Why your online presence matters. (thefinancialbodyguard.com)
- Why aren't there more no-load insurance products? (fa-mag.com)
- Vanguard's big 2017 review of defined contribution data. (pressroom.vanguard.com)
- A profile of Ric Edelman on the verge of the Financial Engines merger. (citywireusa.com)
