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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 buyers don’t count on AI instruments to switch human monetary advisors, however fairly complement advisors’ work. Additional, 87% of respondents stated they might belief recommendation from human advisors, greater than another supply of recommendation surveyed, and properly above the 37% who stated they belief generative AI instruments.
Additionally in trade information this week:
- The SEC settled its first expenses associated to its new advertising and marketing rule with a agency that marketed 2,700% annual returns
- A survey means that older People desire the time period “longevity” to “growing older”, maybe informing the best way advisors talk about associated points with their shoppers
From there, we’ve got a number of articles on retirement planning:
- How advisors can assist shoppers discover what they actually need out of retirement fairly than counting on ‘scripts’ for what retirement seems to be like
- 9 traits that decide whether or not a person can be completely satisfied in retirement, and the way advisors can assist shoppers obtain them
- Why retirement wealth extends past {dollars} and cents to time, relationships, well being, and expertise
We even have a variety of articles on funding planning:
- A current research discovered that buyers lagged the efficiency of the funds by which 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 range considerably by their diploma of issue, chance of success, and time required to achieve success
- How one can method designing a portfolio constructed to final for a whole lot or 1000’s of years
We wrap up with 3 remaining articles, all about distant and hybrid work:
- How opinions of distant and hybrid work differ primarily based on geography
- How some current analysis has poured chilly water on the concept distant employees are extra productive, a minimum of in sure professions
- Why a hybrid work method the place workers come into the workplace on specified days may enhance productiveness and worker satisfaction
Benefit from the ‘mild’ studying!
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