Monday, July 15, 2024

Weekend Studying For Monetary Planners (August 26-27)

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 count on AI instruments to interchange human monetary advisors, however somewhat complement advisors’ work. Additional, 87% of respondents mentioned they’d belief recommendation from human advisors, greater than some other supply of recommendation surveyed, and nicely above the 37% who mentioned they belief generative AI instruments.

Additionally in business 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 “growing old”, maybe informing the best way advisors talk about associated points with their shoppers 

From there, we now have a number of articles on retirement planning:

  • How advisors might help shoppers discover what they really need out of retirement somewhat 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 might help shoppers obtain them
  • Why retirement wealth extends past {dollars} and cents to time, relationships, well being, and abilities

We even have quite a few articles on funding planning:

  • A current research discovered that buyers lagged the efficiency of the funds wherein they invested by 1.7% per yr over the previous decade, suggesting a possible function for advisors in serving to them overcome this “conduct hole” 
  • Whereas there are numerous potential methods to get wealthy within the markets, they will fluctuate considerably by their diploma of problem, chance of success, and time required to achieve success
  • The best way to method designing a portfolio constructed to final for tons 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 distant staff are extra productive, no less than in sure professions 
  • Why a hybrid work method the place staff come into the workplace on specified days may enhance productiveness and worker satisfaction

Benefit from the ‘mild’ studying!

Learn Extra…

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