Thanks so much for attending my presentation for the 2017 Engage Conference for AICPA!
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
- Managing Sequence Of Return Risk With Bucket Strategies Vs A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 Newsletter - An In-Depth Look At Rebalancing Strategies