Weekend Studying For Monetary Planners (June 3-4)
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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 examine discovered that advisory varieties working with a youthful consumer base are inclined to have comparatively stronger development in property beneath administration and income over time. As well as, the researchers discovered that referrals from facilities of affect have been one of many strongest drivers of recent consumer development, with consumer referrals enjoying an essential position as effectively.
Additionally in trade information this week:
- How Goldman Sachs’ RIA custodial platform is leveraging the sources of its guardian firm because it seeks to construct momentum amidst a extremely aggressive surroundings amongst custodians
- How NASAA has modified the substance and/or scoring of the Collection 63, 65, and 66 exams
From there, we’ve got a number of articles on school planning:
- How the school monetary help panorama is altering this yr, from a redesigned FAFSA kind to new planning alternatives for grandparents
- How the newly-updated Faculty Scorecard instrument may help advisors and their shoppers higher perceive the prices and potential advantages of attending sure schools
- How advisors may help shoppers decipher school monetary help letters, which might range considerably throughout completely different faculties
We even have numerous articles on investments:
- Why monetary planning shoppers may not be clamoring for the personalization that direct indexing affords
- Why investing in at this time’s largest firms and holding the shares for an prolonged interval would possibly underperform a extra dynamic index
- A examine has discovered that advisors usually make investments consumer property extra conservatively than what their consumer’s threat tolerance would possibly enable
We wrap up with 3 closing articles, all about resilience:
- How a sequence of psychological workouts may help people construct resilience and overcome challenges they face
- Why taking possession of the inevitable ache that is available in life can result in larger private resilience
- How adopting a “gift-giving” mindset may help a person reside their finest life each at this time and into the long run
Benefit from the ‘mild’ studying!
Learn Extra…
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