Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to spiff up your boring adviser website.
Quote of the Day
"People need a financial plan that is made for them specifically, and not yelled at them by a complete stranger in a crowd of 4,000 people."
(Tim Mullooly)
Retirement
- Future retirees often overestimate their Social Security benefits. (investmentnews.com)
- Fintech is beginning to focus on the needs of older Americans. (wsj.com)
Conversation
- How to talk to entrepreneurs about diversification. (ft.com)
- Kindness and competence trumps data. (danielsolin.com)
Advisers
- Vanguard is going to "invest more and more in advice." (etf.com)
- How Nick Murray's "Simple Wealth, Inevitable Wealth" changed Josh's career (and life). (thereformedbroker.com)
- This is the foundation of any proper personal investment plan. (morningstar.com)
- Some advanced topics on investment taxation. (advisorperspectives.com)
- Is there a cure for adviser burnout? (financial-planning.com)
