Weekend Studying For Monetary Planners (Might 13-14)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current examine discovered that purchasers of advisors offering complete planning companies are considerably extra glad than these receiving a decrease tier of service. The examine additionally highlighted the significance of advisors taking the time to construct belief with purchasers and to grasp a consumer’s targets and desires, as this cannot solely differentiate an advisor from these offering purely transactional funding recommendation, but additionally may promote consumer retention, even in years of poor market efficiency.

Additionally in trade information this week:

  • Why trade teams representing funding advisers and others have blasted an SEC proposal that will considerably increase its Custody Rule
  • A brand new examine means that natural consumer progress and revenue margins are the important thing components driving RIA valuations, with the agency’s affiliation mannequin having little to no affect

From there, we’ve a number of articles on money circulate:

  • How the inflation-adjusted ‘internet worth’ that folks and college students pay for faculty has remained largely unchanged previously 15 years regardless of will increase in ‘sticker costs’ that effectively exceed the broader inflation price
  • Why high-net-worth purchasers is perhaps not solely in recommendation for methods to make charitable contributions in essentially the most tax-friendly method, but additionally to find acceptable charities to provide to that meet their targets
  • How a current examine suggests a causal connection between married {couples} who use a joint checking account and elevated relationship happiness

We even have a lot of articles on follow administration:

  • How 1 agency measures its consumer service requirements to make sure it’s offering a high-quality consumer expertise
  • How homeowners of rising companies can improve the dimensions of their consumer base with out sacrificing service ranges or working limitless hours
  • Why including strategic tax planning companies might be the important thing to spurring consumer progress, and the way companies can implement the brand new service providing

We wrap up with 3 ultimate articles, all about well being and wellness:

  • How the consumption of ultra-processed meals may result in quite a lot of maladies
  • Why america trails peer nations when it comes to life expectancy
  • Why taking a ‘psychological well being day’ may solely be a short lived repair for broader points associated to burnout within the office and what employers can do to help their staff

Benefit from the ‘mild’ studying!

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