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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 offer advisers adequate time to implement them.
Additionally in trade information this week:
- A current research 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 stable footing within the IPO market
From there, we’ve a number of articles on behavioral finance:
- Whereas advisors can not 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 assist 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 house owners can save time and power by empowering workers to guide themselves
- How companies can run more practical workforce conferences and offsites
- Why recruiting ‘superstars’ typically requires totally different techniques in comparison with a agency’s typical hiring course of
We wrap up with 3 last articles, all about well being:
- A overview of analysis demonstrating why train may be the important thing to a more healthy, and longer, life
- construction a exercise when there are solely quarter-hour out there
- Why investments in a single’s well being could be simply as vital as monetary investments with regards to having an extended and happier retirement
Benefit from the ‘gentle’ studying!
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