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 financial institutions are doing to monitor cognitive decline.
Quote of the Day
"Money is a story."
(Seth Godin)
Technology
- Wealthfront is making its financial planning software to everyone. (wsj.com)
- Some interesting developments in adviser fintech in November including a move to increase returns on customer cash. (wealthmanagement.com)
The biz
- Some of the challenges of achieving greater gender balance in the advisory business. (financial-planning.com)
- How Captrust became a major player in the 401(k) plan advisor space. (fa-mag.com)
- Shocked to hear that variable annuities, nontraded REITs and private placements are areas of brokerage non-compliance. (investmentnews.com)
Practice management
- Does your firm need a 'virtual receptionist'? (morningstar.com)
- Stop asking for referrals. (investmentnews.com)
- Research shows that financial advisor belief patterns drive their client advice. (alphaarchitect.com)
Podcasts
- Dina Isola talks with Carolyn McClanahan unconventional career path. (onhermind.com)
- Robin Powell talks with Dr. Moira Somers about the role of advisers to stand between us and "stupid." (evidenceinvestor.com)
Adviser links
- Longevity risk is the still the biggest risk clients face in retirement. (blairbellecurve.com)
- Why financial fraud, often directed at the elderly, is so difficult to stamp out. (economist.com)
- Pro athletes are going to take a hit from the new tax law. (marketwatch.com)
- Even Millennials need a estate plan. (thinkadvisor.com)
