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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 SEC has issued a danger alert outlining Reg BI-related deficiencies found throughout current examinations of broker-dealers, from dual-registered advisors not clearly speaking whether or not they have been performing as a commission-based dealer or a fee-based funding adviser to companies failing to replace their coaching and compliance programs to fulfill the necessities of Reg BI.
Additionally in trade information this week:
- Annuity gross sales hit report ranges in 2022, probably spurred on by risky markets and rising rates of interest
- A current survey means that an awesome share of each employers sponsoring retirement plans and their staff are fascinated by receiving recommendation from monetary advisors
From there, we now have a number of articles on advisor advertising and marketing:
- How advisors can get extra purchasers by devoting simply two hours per thirty days to advertising and marketing
- 5 research-backed techniques advisors can use to enhance their advertising and marketing ROI
- How discovering a ‘affected person zero’ can assist new companies market to their chosen area of interest
We even have quite a few articles on investing:
- Why falling rates of interest weren’t essentially the important thing driver of funding returns through the previous 25 years
- Why there may not be a rush amongst buyers to fastened revenue investments, at the same time as yields attain ranges not seen in years
- Whereas Listed Common Life insurance policies have been insurance coverage firms’ hottest merchandise lately, financial headwinds and issues about their utility may gradual their progress
We wrap up with three remaining articles, all about Synthetic Intelligence (AI):
- How AI may revolutionize a variety of professions, from schooling to medication
- How ChatGPT and different massive language fashions can be utilized by funding professionals now and sooner or later
- How AI programs may each create larger efficiencies for human monetary advisors and problem present advisory enterprise fashions within the years forward
Benefit from the ‘mild’ studying!
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