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 the process of goal setting isn’t as easy as it looks.
Quote of the Day
"Blind allegiance to an initial spend allows the errors to compound and my guess is that they would, via Murphy's law, compound to a tipping point at the worst possible moments."
(William Selden)
The biz
- Private wealth management is a team sport. (barrons.com)
- How different measures of productivity should be used by firms of different sizes. (kitces.com)
- Former NBA player Tim Murphy is opening a financial advisory firm to help those who achieve 'sudden wealth.' (ngpf.org)
- What services a virtual family office, Jones Zafari Group, provides clients. (barrons.com)
- A big profile of Michael Kitces. (citywireusa.com)
Technology
- Orion is greatly expanding its reach, risk be damned. (riabiz.com)
- Does your website read like a tombstone? (danielsolin.com)
Retirement
- Why widows (and widowers) should hold off from making big financial decisions for awhile. (nytimes.com)
- Money is just one aspect of retirement. (evidenceinvestor.com)
Society
- Why everyone self-identifies as 'middle class.' (fastcompany.com)
- If loneliness is a major issue for the elderly, what, if anything, can advisors do? (onefpa.org)
