Home Finance Weekend Studying For Monetary Planners (August 5-6)

Weekend Studying For Monetary Planners (August 5-6)

Weekend Studying For Monetary Planners (August 5-6)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that credit score rankings company Fitch on Tuesday downgraded its evaluation of the U.S. authorities’s creditworthiness from an AAA ranking to AA+. Whereas the downgrade has made headlines and is likely to be startling to advisory shoppers (significantly these with important portfolio allocations to U.S. Treasury securities), some observers counsel that the elements cited by Fitch for the downgrade (from the rising nationwide debt to the latest debt ceiling standoff in Congress) don’t essentially portend a default, at the very least within the close to time period.  

Additionally in business information this week:

  • RIA M&A exercise fell within the second quarter in comparison with the identical interval final yr amid rising financing prices, although continued non-public fairness curiosity within the RIA area may assist buoy deal quantity going ahead
  • In response to a latest survey, RIAs look like taking a defensive strategy towards the SEC’s new advertising and marketing rule, with many corporations altering their advertising and marketing supplies to be in compliance with its provisions and few corporations increasing their use of consumer testimonials and different alternatives provided by the rule 

From there, we now have a number of articles on advisory agency hiring practices:

  • A latest examine explores what new advisors are on the lookout for from their corporations and the way coaching and mentorship packages may play an vital function in boosting advisor retention charges
  • Why crafting an applicant-centric job posting and casting a large web throughout hiring platforms might help corporations enhance the variety of certified candidates they entice when trying so as to add expertise 
  • Techniques corporations can use to draw a extra various pool of job candidates and the potential enterprise advantages of doing so 

We even have a lot of articles on retirement planning:

  • Why widespread advisor considerations about Monte Carlo evaluation are extra concerning the software program instruments they use quite than the approach itself
  • How advisors is likely to be underestimating the longevity of their shoppers, significantly those that are wholesome and have already reached retirement age
  • A analysis examine means that “psychological possession” and loss aversion might be driving many people to assert Social Safety advantages early regardless of the potential monetary downsides of doing so

We wrap up with 3 closing articles, all about office tradition:

  • How people are inclined to underestimate how a lot their colleagues, associates, and companions need their suggestions 
  • Why understanding and leveraging worker work type preferences can create simpler groups
  • How being intentional and versatile when designing workspaces can promote productiveness and wellbeing

Benefit from the ‘mild’ studying!

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