Weekend Studying For Monetary Planners (August 26-27)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current CFP Board survey signifies that customers don’t count on AI instruments to interchange human monetary advisors, however moderately complement advisors’ work. Additional, 87% of respondents mentioned they might belief recommendation from human advisors, greater than some other supply of recommendation surveyed, and properly above the 37% who mentioned they belief generative AI instruments.

Additionally in trade information this week:

  • The SEC settled its first fees associated to its new advertising rule with a agency that marketed 2,700% annual returns
  • A survey means that older People choose the time period “longevity” to “getting old”, maybe informing the way in which advisors talk about associated points with their shoppers 

From there, we’ve got a number of articles on retirement planning:

  • How advisors might help shoppers discover what they really need out of retirement moderately than counting on ‘scripts’ for what retirement seems like
  • 9 traits that decide whether or not a person shall be joyful in retirement, and the way advisors might help shoppers obtain them
  • Why retirement wealth extends past {dollars} and cents to time, relationships, well being, and abilities

We even have quite a few articles on funding planning:

  • A current examine discovered that traders lagged the efficiency of the funds wherein they invested by 1.7% per 12 months over the previous decade, suggesting a possible position for advisors in serving to them overcome this “habits hole” 
  • Whereas there are a lot of potential methods to get wealthy within the markets, they will fluctuate considerably by their diploma of problem, probability of success, and time required to achieve success
  • The best way to strategy designing a portfolio constructed to final for a whole bunch or 1000’s of years

We wrap up with 3 last articles, all about distant and hybrid work:

  • How opinions of distant and hybrid work differ based mostly on geography
  • How some current analysis has poured chilly water on the concept that distant staff are extra productive, a minimum of in sure professions 
  • Why a hybrid work strategy the place workers come into the workplace on specified days might increase productiveness and worker satisfaction

Benefit from the ‘mild’ studying!

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