Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how much Americans have saved in their 401(k) plans.
Quote of the Day
"And if you’re a client, and you’re focused on how many emails your advisor sends, or how many times they trade, you might just be paying for effortful incompetence."
(Dan Egan)
Couples
- Three-quarters of the married couples we surveyed say they would not be financially prepared for retirement if their spouse passed away. (blogs.wsj.com)
- Ten things NOT to do when working with couples. (investmentnews.com)
Planning
- You can't do financial planning without some 'life planning.' (allaboutyourbenjamins.com)
- Why clients should focus less on retirement timing and more on saving. (morningstar.com)
- Financial planners can do their clients a great service by convincing them to spend MORE money in retirement. (finance.media.yahoo.com)
Podcasts
- Mindy Diamond talks with David Canter of Fidelity on the role of custodians and why more advisors keep going independent. (wealthmanagement.com)
- Michael Kitces talks with Mitch Anthony about the importance of having better conversations with clients. (kitces.com)
Advisers
- Why it is important for advisers to understand how comfortable their clients are with technology. (morningstar.com)
- How to think about adviser marketing including content. (bonefidewealth.com)
- A Q&A with Daniel Crosby author of the new book "The Behavioral Investor." (thinkadvisor.com)
- Should the SEC mandate more data on ETF bid-ask spreads? (ft.com)
- A first-hand description of the goings-on at the 4th annual XYPN Live conference. (riabiz.com)
- Betterment now has $15.5 billion in AUM. (techcrunch.com)
