Weekend Studying For Monetary Planners (Could 13-14)

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 purchasers of advisors offering complete planning providers are considerably extra glad than these receiving a decrease tier of service. The examine additionally highlighted the significance of advisors taking the time to construct belief with purchasers and to know a consumer’s targets and wishes, as this cannot solely differentiate an advisor from these offering purely transactional funding recommendation, but additionally may promote consumer retention, even in years of poor market efficiency.

Additionally in trade information this week:

  • Why trade teams representing funding advisers and others have blasted an SEC proposal that might considerably increase its Custody Rule
  • A brand new examine means that natural consumer progress and revenue margins are the important thing elements driving RIA valuations, with the agency’s affiliation mannequin having little to no influence

From there, we’ve a number of articles on money circulation:

  • How the inflation-adjusted ‘internet value’ that oldsters and college students pay for faculty has remained largely unchanged up to now 15 years regardless of will increase in ‘sticker costs’ that nicely exceed the broader inflation charge
  • Why high-net-worth purchasers could be not solely in recommendation for the right way to make charitable contributions in probably the most tax-friendly method, but additionally to find applicable charities to offer to that meet their targets
  • How a current examine suggests a causal connection between married {couples} who use a joint checking account and elevated relationship happiness

We even have various articles on apply administration:

  • How 1 agency measures its consumer service requirements to make sure it’s offering a high-quality consumer expertise
  • How homeowners of rising companies can enhance the dimensions of their consumer base with out sacrificing service ranges or working infinite hours
  • Why including strategic tax planning providers could possibly be the important thing to spurring consumer progress, and the way companies can implement the brand new service providing

We wrap up with 3 ultimate articles, all about well being and wellness:

  • How the consumption of ultra-processed meals would possibly result in a wide range of maladies
  • Why america trails peer international locations when it comes to life expectancy
  • Why taking a ‘psychological well being day’ would possibly solely be a short lived repair for broader points associated to burnout within the office and what employers can do to assist their staff

Benefit from the ‘mild’ studying!

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