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
"In becoming warier about spending (or at least, discussing the issue), adopting digital advice, and moving from stock market forecasts to more-meaningful investment discussions, younger investors seem to have learned from their elders’ mistakes."
(John Rekenthaler)
Profiles
- Ten people to watch in wealth management including Tyrone Ross Jr. of NobleBridge Wealth. (wealthmanagement.com)
- A profile of Phil Huber and Huber Financial Advisors. (citywireusa.com)
Risk
- On the relationship between risk capacity and risk tolerance. (kitces.com)
- How to discuss market risks with your clients. (danielsolin.com)
Adviser tech
- A November look at the latest in adviser fintech. (kitces.com)
- How Envestnet Tamarac grew to become one of the largest and most successful companies in the adviser technology market. (investmentnews.com)
Advisers
- Advisers are increasingly focusing on cost when choosing investment managers. (citywireusa.com)
- On the difference between investment advisers and wealth advisers. (danielsolin.com)
- How to build a new model to attract and retain 'next generation' clients. (morningstar.com)
- An aging population increases the opportunities for elder financial abuse. (etf.com)
