Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what’s behind the surge in annuity sales.
Quote of the Day
"If most financial services are sold rather than bought, regardless of their intricacy, then why are variable-annuity presentations accompanied by filet mignon, while index-fund discussions are not?"
(John Rekenthaler)
Clients
- Why you should just let your clients talk. (ebadvisormarketing.com)
- Some online tools to help better serve Gen X and Gen Y clients. (morningstar.com)
The biz
- ETFs are continuing to make headway with financial advisors. (fa-mag.com)
- Another robo-adviser, Nutmeg, is adding human financial advisors. (ft.com)
Ethics
- The problem for professional athletes is overspending and shady financial advisors. (tonyisola.com)
- There is no shortage of bad actors out there on social media pretending to provide, objective financial advice. (bonefidewealth.com)
Taxes
- Making sense of the new Qualified Business Income deduction. (morningstar.com)
- Why you should consider doing tax loss selling before December rolls around. (wsj.com)
Advisers
- Jason Voss, "If your only avenue for competition is price, all of the industry needs to switch to this service orientation because that’s the only thing it will be able to charge for." (bloomberg.com)
- Companies are trying to move beyond boring brochures to encourage retirement savings. (nytimes.com)
- Three reasons older Americans sell life insurance policies. (nextavenue.org)
- How has private equity done owning broker-dealers? (thinkadvisor.com)
