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 to get a disinterested spouse interested in the planning process.
Quote of the Day
"It seems that people often value work done based on the amount of time it takes rather than valuing the competency and years of experience that someone might bring to their job. Rather than valuing what we receive, we base our views of value on the effort it took the person to do the job."
(Carolyn Gowen)
Annuities
- How 403(b) plans shortchange teachers. (bloomberg.com)
- What's behind the surge in annuity sales. Oh yeah... (wsj.com)
- More examples that teachers are poorly treated when it comes to retirement savings. (tonyisola.com)
Referrals
- Why you shouldn't ask for referrals. (bonefidewealth.com)
- How to botch a referral. (advisorperspectives.com)
Advisers
- Why "Am I going to be okay" is such an important question for clients. (kc-roi.com)
- Wade Pfau asks are reverse mortgages still a viable planning option? (advisorperspectives.com)
- The level of client interest in ESG investing is strongly related to the demographics of the audience. (morningstar.com)
- Goldman Sachs ($GS) is moving down market to manage "mass affluent" money. (ft.com)
- A podcast about adviser cybersecurity with Patrick Cleary and Brandon Koepke of Alpha Architect. (soundcloud.com)
