The 6 funniest wealth management jokes of the year


It’s been a long, tough year for wealth management, and we could all use a laugh. Fortunately, financial advisors have supplied the jokes.

Financial Planning has conducted a scientific survey of financial humor from across the country, analyzed the data and distilled a sampling of the industry’s finest riddles, stories and even a Destiny’s Child song parody.

The results are below. As the year winds down and we take a short break from the serious stuff, hopefully these gags will induce a few chuckles … or at least a memorable groan. If not, there’s always next year.

Ladies and gentlemen, the wealth management comedy tour:



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