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 password management should be a part of financial plans.
ETFs
- The most oversold (and undersold) benefits of ETFs. (morningstar.com)
- Debt ETFs are notable for the percentage using active management. (fa-mag.com)
The biz
- The window to launch a standalone robo-advisors has likely passed. (financial-planning.com)
- WealthSimple is set to offer free stock trading in Canada. (bnnbloomberg.ca)
- What E-Trade ($ETFC) is trying to accomplish with custodian 'TCA by E-Trade.' (investmentnews.com)
Taxes
- The many reasons when a Roth IRA conversion doesn't make financial sense. (wsj.com)
- Good lucking trying to deduct medical expenses on your taxes. (humbledollar.com)
Retirement planning
- Why sequence of return risk is more important than mean returns. (theretirementcafe.com)
- Having to retire early is a significant risk for financial plans. (riabiz.com)
- If client goals are always changing what is an advisor to do? (theretirementcafe.com)
- Defined benefit plans are in decline in corporate America., but cash balance plans are seeing a surge among high income earners. (bloomberg.com)
