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
"Finding a bias is easy. Fixing it is hard."
(Daniel Egan)
Schwab
- How Charles Schwab ($SCHW) attracted $228 billion in net assets last year. (wsj.com)
- Schwab's Portfolio Connect tool is going wide for advisors with less than $100 million in AUM. (wealthmanagement.com)
Cash
- Wealthfront quickly snapped up $1 billion in assets by offering access to higher yield FDIC insured deposits. (riabiz.com)
- Everybody wants to be in the cash management business. (investmentnews.com)
Tools
- Is direct indexing every really going to take off? (wealthmanagement.com)
- Reverse mortgages are a tool, nothing more, nothing less. (advisorperspectives.com)
Technology
- Move fast and break things is not a good look for startup managers. (citywireusa.com)
- Inside the epic battle between eMoney and MoneyGuide. (investmentnews.com)
Planning
- How much does a financial plan actually cost? (kitces.com)
- Five questions to ask (and answer) about whether a financial advisor is 'worth it.' (morningstar.com)
Retirement
- Annuities vs. a safe withdrawal strategy often comes down to a need/desire to make bequests. (advisorperspectives.com)
- This is the biggest decision you can make in retirement. (theretirementcafe.com)
Advisers
- Why wealth management is an especially good career for women. (blairbellecurve.com)
- Michael Kitces talks with Manisha Thakor founder of MoneyZen, a financial literacy and education platform focused on empowering women, and is also the VP of Financial Wellbeing at Brighton Jones. (kitces.com)
- 10 mistakes you are making blogging. (iris.xyz)
