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 challenges of working with second generation heirs.
Chart of the Day
How much the major robo-advisors have raised in venture capital.
Big trends
- The top 1% have disproportionately benefited from the growing economy. (nytimes.com)
- It's hard to ignore the growing student loan debt problem. (bloomberg.com)
Podcasts
- Justin Castelli talks with Frazier Rice author of "Wealth Actually: Intelligent Decision Making for the 1%" about educating advisers and their clients. (allaboutyourbenjamins.com)
- Michael Kitces talks with Jim Stackpool, founder of Certainty Advice Group, a practice management consulting firm for financial advisors based in Australia, about how to explain your value proposition. (kitces.com)
Advisers
- Clients don't read quarterly letters so why write them? (thereformedbroker.com)
- What life expectancy should you use in retirement planning? (morningstar.com)
- Financial planning is by its nature a collaborative process. (bonefidewealth.com)
- We are all saving for retirement, but don't forget to have some fun along the way. (silverlightinvest.com)
- The battle is on to manage the money of UHNW Chinese investors. (institutionalinvestor.com)
- A long-term Betterment customer with some pros and cons of the service. (primermagazine.com)
- Ten things your website needs. (blog.xyplanningnetwork.com)
