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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 the passage of “SECURE Act 2.0” has introduced a variety of adjustments to the world of retirement planning. And given the number of planning alternatives created by the laws – from the elevating of the start age for RMDs to the power to switch funds from 529 plans to Roth IRAs – advisors have a big alternative to exhibit worth for his or her shoppers!
Additionally in business information this week:
- Why many purchasers of robo-advisors are in search of out human advisors within the present market local weather
- A brand new examine exhibits that there’s a extensive hole between corporations leveraging know-how to reinforce the shopper expertise and people that don’t deal with their tech stack as a precedence
From there, we now have a number of articles on advisor know-how:
- A latest survey exhibits that many advisors at giant corporations are sad with their agency’s present tech stack and that shopper development has suffered due to it
- Why it will be significant for advisory corporations to conduct an audit of their tech stack and the steps they’ll take to conduct the train
- Why advisors would possibly think about trying previous among the huge names in advisor know-how to search out instruments that may present a greater expertise for themselves and their shoppers
We even have plenty of articles on investments:
- Fastened-income ETFs noticed inflows this 12 months, whereas their mutual fund counterparts skilled important outflows, suggesting that the dominance of bond mutual funds might be eroding
- How advisors are more and more buying particular person bonds slightly than bond funds in shopper accounts
- Why a better rate of interest surroundings may symbolize a ‘sea change’ for traders within the years forward
We wrap up with three ultimate articles, all about self-improvement:
- Why working to vary their mindsets may be the exercise that gives the best return-on-investment for advisors
- The best way to set higher well being targets for 2023 and really comply with by on them
- Why the power to attain huge targets begins with seemingly small habits
Benefit from the ‘gentle’ studying!
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