Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why you should make client onboarding as easy as possible.
Quote of the Day
"Success should be defined by the progress you are making toward YOUR goals–creating the life you want, not what anyone else is doing."
(Justin Castelli)
Annuities
- Not for the faint of hear: a closer look at the inner workings of one of the most popular annuities on the market. (tonyisola.com)
- Ken Fisher still hates annuities. (usatoday.com)
Fintech
- You can't separate the adviser from their tech stack any more. (investmentnews.com)
- Fidelity Works — is meant to help small and midsize businesses, and their employees, manage the spectrum of workplace benefits. (investmentnews.com)
- A report card on March 2019 fintech announcements. (wealthmanagement.com)
Goal setting
- Eliciting client goals isn't as straightforward as it seems. (morningstar.com)
- What constitutes financial health? (morningstar.com)
Clients
- One of the worst thinks an adviser can do is sign up the wrong type of client. (thereformedbroker.com)
- How a focus on sustainable investing can make for better clients. (fa-mag.com)
- Advisers: it's not about you, it's about the client. (danielsolin.com)
Betterment
- How Betterment is looking to build its RIA platform out. (riabiz.com)
- Betterment is going to add DFA Funds to its Betterment for Advisors platform. (citywireusa.com)
Advisers
- Perceptions of wealth management jobs especially among women, are increasingly off-base. (blairbellecurve.com)
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A talk with Chris Dupuy, Managing Director and Chief Operating Officer at Rockefeller Wealth Management.
(iris.xyz) - On the risks of divvying up financial responsibility in a couple. (kitces.com)
- The gains from tax-loss harvesting are overhyped. (wsj.com)
- Opportunity zone funds have not yet taken off. (bloomberg.com)
