Weekend Studying For Monetary Planners (July 15-16)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that whereas the brand new social media app Threads, designed to compete with Twitter, has surpassed 100 million customers in its first week alone, its potential utility for advisors stays unclear and has raised compliance considerations for advisors whose social media archiving instruments don’t but cowl the brand new app.

Additionally in trade information this week:

  • The SEC this week finalized a collection of guidelines designed to discourage future runs on money-market funds, doubtlessly decreasing their liquidity threat
  • A latest research means that advisor advertising messages that handle potential purchasers’ emotional considerations, along with their technical questions, may very well be significantly efficient

From there, we’ve a number of articles on advisor advertising:

  • Ideas for a way advisors can extra successfully share information articles on social media, from selecting the ‘proper’ articles to providing their very own commentary
  • Why taking a proactive and compliance-centered strategy to third-party critiques might assist advisors affect how they’re portrayed on-line and doubtlessly enhance the circulation of potential purchasers
  • How companies and advisors can elevate their social media presence, from refreshing their profiles to making a quarterly content material calendar

We even have a variety of articles on retirement planning:

  • How ‘Fats FIRE’ differs from conventional conceptions of early retirement and what it means for advisors supporting purchasers pursuing this path
  • A street map these considering or getting into retirement (in addition to their advisors) can use to make sure they’re financially ready for the transition from the working world
  • A proposed strategy to retirement earnings planning that’s designed to supply extra nuance than conventional Monte Carlo evaluation

We wrap up with 3 remaining articles, all about tendencies:

  • Why the introduction of AI instruments may not result in large unemployment and will really enhance the variety of out there jobs
  • How the Southern United States has seen a large influx of residents and corporations prior to now a number of years
  • How investing and monetary recommendation have developed throughout the previous century and what it means for advisors going ahead

Benefit from the ‘gentle’ studying!

Learn Extra…


Please enter your comment!
Please enter your name here