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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 credit score rankings company Fitch on Tuesday downgraded its evaluation of the U.S. authorities’s creditworthiness from an AAA ranking to AA+. Whereas the downgrade has made headlines and could be startling to advisory shoppers (notably these with vital portfolio allocations to U.S. Treasury securities), some observers counsel that the components cited by Fitch for the downgrade (from the rising nationwide debt to the current debt ceiling standoff in Congress) don’t essentially portend a default, not less than within the close to time period.
Additionally in trade information this week:
- RIA M&A exercise fell within the second quarter in comparison with the identical interval final yr amid rising financing prices, although continued non-public fairness curiosity within the RIA area might assist buoy deal quantity going ahead
- In accordance with a current survey, RIAs look like taking a defensive method towards the SEC’s new advertising and marketing rule, with many companies altering their advertising and marketing supplies to be in compliance with its provisions and few companies increasing their use of shopper testimonials and different alternatives provided by the rule
From there, we have now a number of articles on advisory agency hiring practices:
- A current research explores what new advisors are searching for from their companies and the way coaching and mentorship applications might play an vital position in boosting advisor retention charges
- Why crafting an applicant-centric job posting and casting a large internet throughout hiring platforms may help companies enhance the variety of certified candidates they appeal to when trying so as to add expertise
- Ways companies can use to draw a extra various pool of job candidates and the potential enterprise advantages of doing so
We even have plenty of articles on retirement planning:
- Why frequent advisor considerations about Monte Carlo evaluation are extra in regards to the software program instruments they use quite than the approach itself
- How advisors could be underestimating the longevity of their shoppers, notably those that are wholesome and have already reached retirement age
- A analysis research means that “psychological possession” and loss aversion might be driving many people to say Social Safety advantages early regardless of the potential monetary downsides of doing so
We wrap up with 3 closing articles, all about office tradition:
- How people are likely to underestimate how a lot their colleagues, buddies, and companions need their suggestions
- Why understanding and leveraging worker work type preferences can create simpler groups
- How being intentional and versatile when designing workspaces can promote productiveness and wellbeing
Benefit from the ‘gentle’ studying!
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