Weekend Reading for Financial Advisers: Taxes, Situational Awareness, and Giving Back

Categories: Behavioral Finance, Private Wealth Management
Weekend Reading

It’s no secret that financial advisers who want to succeed need to understand a range of complex subjects — not just investing but also tax and estate planning, retirement planning, and philanthropy, to name but a few. With that in mind, here are some compelling reads from the past week for the well-rounded adviser.

Tax and Estate Planning

Behavioral Finance and Lie Detection

Retirement Planning

The Industry


  • John “Jack” Bogle, founder of Vanguard Group, has a net worth “somewhere in the low eight figures.” So what exactly does he do with his money — and what advice does he have for the rest of us? Reuters sat down with him to find out. (Reuters)

And now for something completely different:

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Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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