Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the problem with ‘bucket strategies’ in retirement.
Quote of the Day
"Roughly less than 20 percent of financial advisers are women, a number that has barely budged for the past two decades despite rising gender equity in other fields. But what has this overwhelmingly male work force accomplished?"
(Blair DuQuesnay)
Adviser links
- Five big lessons learned as an advisor, including "don't take every client." (morningstar.com)
- How ETFs changed the advisory business in a big way. (etf.com)
- Managing client health insurance needs is still no small task. (blairbellecurve.com)
- What advisers should know about divorce planning. (morningstar.com)
- Reverse mortgages, or Home Equity Conversion Mortgages, are an underused financial planning tool. (robertsilvernail.com)
- What role, if any, does AI have for advisers? (thinkadvisor.com)
- Staying up-to-date with technology is crucial for advisers today. (t3technologyhub.com)
- Tim Ferriss talks with Peter Mallouk the President of Creative Planning, one of the largest independent wealth management firms in America. (tim.blog)
