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 think about rolling them out on a staggered foundation to present advisers adequate time to implement them.

Additionally in business information this week:

  • A latest 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 authentic content material for engagement
  • Why RIAs have struggled to discover a strong footing within the IPO market

From there, we’ve got 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 nervous concerning the “disaster du jour”
  • How serving to shoppers join with their future selves can spur them to motion

We even have a variety of articles on apply administration:

  • How advisory agency homeowners can save time and power by empowering staff to steer themselves
  • How companies can run simpler group conferences and offsites
  • Why recruiting ‘superstars’ usually requires completely different techniques in comparison with a agency’s typical hiring course of

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

  • A evaluate of analysis demonstrating why train could be the important thing to a more healthy, and longer, life
  • Learn how to construction a exercise when there are solely quarter-hour out there
  • Why investments in a single’s well being might be simply as vital as monetary investments in the case of having an extended and happier retirement

Benefit from the ‘gentle’ studying!

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