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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 financial and market headwinds, the tempo of RIA M&A exercise was slower in January and February in comparison with the identical interval final yr. If this pattern continues, 2023 can be the primary yr in additional than a decade to see fewer transactions than the yr earlier than, although some business observers proceed to see vital urge for food for offers.
Additionally in business information this week:
- A latest FINRA arbitration ruling reaffirmed the power of brokers working within the impartial broker-dealer mannequin to take their shoppers with them once they change companies
- A bipartisan group of U.S. Senators is contemplating potential methods to shore up Social Safety, from elevating the retirement age to 70 to making a sovereign wealth fund
From there, now we have a number of articles on observe administration:
- How advisory companies can leverage their CRM software program to run a extra environment friendly observe
- Greatest practices for companies to contemplate when selecting coaching applications
- Why getting again to fundamentals, notably on the subject of choice making, can assist companies overcome difficult market situations
We even have numerous articles on wealth:
- What being ‘upper-middle class’ truly means in greenback phrases
- Why many shoppers overestimate the scale of the nest egg they might want to have a snug retirement
- How advisors and shoppers may change their expectations for fixed-income investments as rates of interest and yields have risen
We wrap up with three remaining articles, all about taking motion:
- Why attempting to reside a life with ‘no regrets’ can hinder self-improvement
- Why you will need to not let main ‘occasions’ distract from the general ‘journey’, whether or not it’s an interpersonal relationship or a shopper’s retirement
- How a willingness to take imperfect actions can assist drive advisory agency development
Benefit from the ‘mild’ studying!
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