04/27/16 – Wednesday’s Interest-ing Reads

  • Even young fintech companies can run into legal trouble. (ftalphaville.ft)
  • When analysts roll over. (jeffmatthewsisnotmakingthisup.blogspot)
  • Why RIAs are beginning to look more like accounting firms. (fa-mag)
  • Investors are flocking to low-cost funds. (blogs.barrons)
  • Remember: Bonds have bear markets too sometimes (ETF Trends)
  • You don’t need a budget. You need awareness. (nytimes)
  • How media blows thing out of proportion. (ritholtz)
  • What the decline of ExxonMobil ($XOM) and Apple ($AAPL) say about economy and society. (time)
  • Only two companies still have AAA credit ratings from S&P. (qz)
  • The real lesson of the Valeant ($VRX) debacle. (thinkadvisor)
  • Apple Reports First Quarterly Sales Drop Since 2003 as iPhone Stumbles (Wall Street Journal)
  • The active vs passive debate is a sideshow compared to this: (A Wealth Of Common Sense)
  • The world needs more US government debt. (bloombergview)
  • Nothing Twitter ($TWTR) is doing is working. (theverge)
  • Give yourself permission to not feel bad about being a super “high achiever.” (behaviorgap)
  • The story of the broke middle-aged literary man is common. (slate)
  • How the success of “Get What’s Yours: The Secrets to Maxing Out Your Social Security” by Laurence Kotlikoff, Philip Moeller, and Paul Solman inadvertently changed Social Security rules. (bloomberg)
  • World’s worst broker manages to get out of paying $34 million (AdvisorHUB)
  • Acorns is taking on the managed ETF space from a different perspective. (businessinsider)
  • Fintech is still gaining traction. (knowledge.wharton.upenn.edu)
  • Portfolio management assumptions that harm clients. (advisorperspectives)
  • The stock market provides us way too much feedback. (basonasset)
  • Robo-advisor technology is becoming table stakes. (barrons)
  • Due diligence is about creating your own narrative. (blogs.cfainstitute)
  • A majority of millennials now reject capitalism, poll shows (Washington Post)
  • Why you need to be data literate. (linkedin)
  • Personal finance is very personal. (awealthofcommonsense)
  • SoulCycle is all about the brand. (institutionalinvestor)
  • Breaking down Apple’s ($AAPL) Q2 earnings the hope for 2017. (sixcolors)
  • How becoming a parent makes you a better, more ambitious employee. (fastcompany)
  • Lessons learned from Helaine Olen’s “Pound Foolish.”* (thepfengineer)
  • NYSE Joins Nasdaq Assailing Plan to Overhaul Trading Fees (Bloomberg)
  • CALIFORNIA: I’ll be speaking at a great event this June (TRB)
  • Cheer up – Facebook reports tonight (Recode)
  • Charles Schwab ($SCHW) to cease selling load funds. (wsj)
  • Apple’s Tough Quarter in 5 Charts (MoneyBeat)
  • Merger arb is hot again. (bloomberg)

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