Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at some tips on how to read a client’s body language.
Quote of the Day
"The aging brain isn't well-suited to financial decision-making."
(Mark Miller)
The biz
- You can't value a investment advisory firm without taking into account the compensation of the owner/advisor. (thinkadvisor.com)
- Josh Brown talks about how to build a investment advisor in the age of social media. (twitter.com)
- On the gaps between book learning for newly graduated financial planners and practice. (investmentnews.com)
Fiduciary standards
- A surprising number of clients don't know how their adivsers are compensated. (wsj.com)
- Investor confusion about the fiduciary standard isn't going away any time soon. (morningstar.com)
Retirement
- We're not facing a retirement crisis, per se, we are facing an expectations crisis. (awealthofcommonsense.com)
- The majority of Canadian retirement accounts are invested in high fee mutual funds. (evidenceinvestor.co.uk)
Advisers
- The perfect portfolio is one the client understands. (thebackcourtreport.com)
- Justin Castelli talks with Douglas Boneparth of Bone Fide Wealth about financial planning for young professionals. (allaboutyourbenjamins.com)
- Why one spouse shouldn't handle all the finances. (iris.xyz)
- Some evidence that men and women don't differ much in their risk tolerance. (avc.com)
- Hey, advisers: it's not about you. (ebadvisormarketing.com)
