Weekend Studying For Monetary Planners (Feb 25-26)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC’s proposed “Safeguarding Rule” would considerably enhance the variety of funding advisers deemed to have custody of consumer belongings and enhance paperwork necessities for advisers and certified custodians, although the contours of a remaining regulation stay unsure.

Additionally in trade information this week:

  • Why the habits of some TAMPs and funding advisers may need led the SEC to suggest its new (and probably burdensome) ‘outsourcing rule’
  • Why impartial broker-dealers may turn into main gamers in RIA M&A within the coming yr

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

  • The way to craft partaking calls to motion on an advisory agency web site
  • Steps advisors can take to develop and handle an efficient advertising and marketing electronic mail checklist
  • 5 options that may make an advisor’s web site a extra priceless advertising and marketing software

We even have numerous articles on tax planning:

  • How advisors may also help their shoppers keep away from an IRS audit this tax season
  • How main life modifications, resembling a transfer or a brand new job, can have an effect on a consumer’s tax returns
  • A evaluation of one of the best tax preparation software program instruments for quite a lot of tax conditions

We wrap up with three remaining articles, all about private growth:

  • Why exhibiting poise, the mix of favor and substance, is commonly on the coronary heart of a profitable profession
  • Why it may be priceless to have “permission to suck” in terms of attempting new issues
  • Why slightly little bit of self-doubt may also help people make higher choices

Benefit from the ‘mild’ studying!

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