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HomeFinancial AdvisorWeekend Studying For Monetary Planners (June 24-25)

Weekend Studying For Monetary Planners (June 24-25)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that amid a flurry of SEC-proposed guidelines for funding advisers, the Funding Adviser Affiliation this week known as on the regulator to evaluate whether or not the compliance burden these rules would placed on advisers outweighs the potential advantages and, if adopted, to think about rolling them out on a staggered foundation to present advisers ample time to implement them.

Additionally in trade information this week:

  • A current examine discovered that monetary advisors get considerably extra social media engagement from posts on LinkedIn and Fb in comparison with Twitter and highlighted the significance of posting unique content material for engagement
  • Why RIAs have struggled to discover a stable footing within the IPO market

From there, we’ve a number of articles on behavioral finance:

  • Whereas advisors can’t present shoppers with absolute certainty about their monetary lives, they’ve the chance so as to add worth by serving to them handle danger and construct resilience
  • How advisors can help shoppers apprehensive concerning the “disaster du jour”
  • How serving to shoppers join with their future selves can spur them to motion

We even have various articles on observe administration:

  • How advisory agency house owners can save time and power by empowering workers to guide themselves
  • How corporations can run simpler group conferences and offsites
  • Why recruiting ‘superstars’ usually requires completely different ways in comparison with a agency’s typical hiring course of

We wrap up with 3 last articles, all about well being:

  • A evaluation of analysis demonstrating why train could be the important thing to a more healthy, and longer, life
  • The way to construction a exercise when there are solely quarter-hour obtainable
  • Why investments in a single’s well being could be simply as necessary as monetary investments in relation to having an extended and happier retirement

Benefit from the ‘mild’ studying!

Learn Extra…



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