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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 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 laws would placed on advisers outweighs the potential advantages and, if adopted, to think about rolling them out on a staggered foundation to present advisers ample time to implement them.
Additionally in trade 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 unique content material for engagement
- Why RIAs have struggled to discover a stable footing within the IPO market
From there, we’ve got 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 concerning the “disaster du jour”
- How serving to purchasers join with their future selves can spur them to motion
We even have quite a few articles on apply administration:
- How advisory agency house owners can save time and vitality by empowering workers to guide themselves
- How companies can run more practical staff conferences and offsites
- Why recruiting ‘superstars’ usually requires totally different techniques in comparison with a agency’s typical hiring course of
We wrap up with 3 ultimate articles, all about well being:
- A assessment of analysis demonstrating why train is perhaps the important thing to a more healthy, and longer, life
- Tips on how to construction a exercise when there are solely quarter-hour accessible
- Why investments in a single’s well being could be simply as vital as monetary investments in relation to having an extended and happier retirement
Benefit from the ‘gentle’ studying!
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