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 referred to 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 contemplate rolling them out on a staggered foundation to provide advisers adequate 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 strong footing within the IPO market

From there, now we have a number of articles on behavioral finance:

  • Whereas advisors can not present purchasers with absolute certainty about their monetary lives, they’ve the chance so as to add worth by serving to them handle threat and construct resilience
  • How advisors can help purchasers fearful in regards to the “disaster du jour”
  • How serving to purchasers join with their future selves can spur them to motion

We even have a variety of articles on follow administration:

  • How advisory agency homeowners can save time and vitality by empowering staff to steer themselves
  • How companies 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 remaining articles, all about well being:

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

Benefit from the ‘mild’ studying!

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