Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at Barron’s ranking of the top robo-advisors.
Quote of the Day
"The new Fidelity zero-fee index funds don’t represent a quantum-leap in low-cost investing, but they continue to march the industry in a direction that puts investors front and center, where they belong."
(Jeffrey Ptak)
Tools
- Pat Cleary, "Vendor management is not going away. In fact, I would envision SEC examinations to be primarily cybersecurity examinations in the years ahead, with vendors smack dab in the middle of any audit." (alphaarchitect.com)
- Some options if you want to use an online scheduling tool. (morningstar.com)
Retirement
- How does the Social Security Family Maximum work? (obliviousinvestor.com)
- Something you don't expect in retirement: when your former company asks for its pension payments back. (wsj.com)
Advisers
- Without proper training, financial advisers can do serious damage to their clients. (blairbellecurve.com)
- Advisors need to stop pretending they know what the markets will do. (theathleteinvestor.com)
- Why you need to differentiate on something other than portfolio management. (danielsolin.com)
- Don't ask your clients to fill out a 14-page PDF questionnaire. (financial-planning.com)
- Why financial advisers need to be able to convey warmth to prospective clients. (danielsolin.com)
- Private equity continues to be interested in investing in RIAs. (investmentnews.com)
