Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the steps to take to become an “amazing advisor.”
News
- How Wells Fargo ($WFC) wealth management division got caught up in the intense sales culture. (finance.yahoo.com)
- Some proposals under consideration to change 401(k) plans. (wsj.com)
- More companies are providing employees with financial wellness programs. (reuters.com)
Behavior
- Why lottery winners often blow all their dough. (wealthmanagement.com)
- Pause before selling a house after a spouse has died. (humbledollar.com)
- Parents need to prepare their children for independent financial lives before they leave the house. (wsj.com)
The biz
- There are plenty of good arguments against college, but a degree is still table stakes in financial advice. (theirrelevantinvestor.com)
- Investable wealth continues to grow, but fewer advisors will benefit. (forbes.com)
- Here are some techniques advisors can use to "help navigate money-related situations in relationships." (morningstar.com)
- Clients want their advisers to be able to help with charitable giving. (wealthmanagement.com)
- A client-focused mindset is necessary for financial advisers. (bunker-riley.com)
