Robo-advice
- What regulators need to consider about robo-advisors. (papers.ssrn.com)
- Morgan Stanley ($MS) now has its own robo-advisor. (wsj.com)
401(k)
- How to fix the problem(s) of small employer 401(k) plans. (beta.morningstar.com)
- Why companies need auto-enrollment for their retirement plans. (behavioralscientist.org)
- Do 401(k) plans really need alts? (wsj.com)
Fintech
- Fintech is changing wealth management. (blogs.cfainstitute.org)
- A December update on all the goings-on in advisor technology. (kitces.com)
Advisors
- How transparency is being used by managers to build trust with clients. (medium.com)
- A proposal for helping female advisors get more referrals. (advisorperspectives.com)
- The Olin School of Business is launching a graduate degree in "wealth and asset management." (danielsolin.com)
Personal finance
- What an ideal personal financial plan would look like. (humbledollar.com)
- Things to focus on during different decades of your life. (whitecoatinvestor.com)
- Nine money mistakes to avoid in your 40s. (genyplanning.com)
- Some tips for navigating the financial side of your relationship. (nytimes.com)
- A large percentage of retirees go back to work at some point. (ft.com)
- Some ways to re-think your spending. (medium.com)
- Some lessons Mr. Money Mustache learned giving some money away. (mrmoneymustache.com)
- This looks great: Personal Finance for Engineers from Stanford University. (getrichslowly.org)