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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 customers don’t anticipate AI instruments to switch human monetary advisors, however moderately complement advisors’ work. Additional, 87% of respondents mentioned they might belief recommendation from human advisors, greater than another supply of recommendation surveyed, and nicely above the 37% who mentioned they belief generative AI instruments.
Additionally in trade information this week:
- The SEC settled its first prices associated to its new advertising and marketing rule with a agency that marketed 2,700% annual returns
- A survey means that older Individuals choose the time period “longevity” to “getting older”, maybe informing the best way advisors talk about associated points with their shoppers
From there, we have now a number of articles on retirement planning:
- How advisors will help shoppers discover what they actually need out of retirement moderately than counting on ‘scripts’ for what retirement seems like
- 9 traits that decide whether or not a person will likely be blissful in retirement, and the way advisors will help shoppers obtain them
- Why retirement wealth extends past {dollars} and cents to time, relationships, well being, and expertise
We even have quite a lot of articles on funding planning:
- A current examine discovered that buyers lagged the efficiency of the funds by which they invested by 1.7% per yr over the previous decade, suggesting a possible function for advisors in serving to them overcome this “habits hole”
- Whereas there are various potential methods to get wealthy within the markets, they’ll range considerably by their diploma of problem, chance of success, and time required to achieve success
- The right way to method designing a portfolio constructed to final for lots of or hundreds of years
We wrap up with 3 last articles, all about distant and hybrid work:
- How opinions of distant and hybrid work differ based mostly on geography
- How some current analysis has poured chilly water on the concept that distant staff are extra productive, no less than 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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