Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} latest survey of monetary advisory agency staff discovered that about half of respondents are at the moment working within the workplace 5 days per week, with the rest divided amongst hybrid codecs or full-time earn a living from home. Notably, the survey recognized variations in office flexibility by position (with client-facing advisors working extra days per week within the workplace) and by expertise (with newer agency staff extra more likely to have extra in-office days every week). Altogether, the survey means that after companies operated remotely for a sure interval throughout the pandemic, many are taking the chance to determine work location insurance policies that match the wants of their enterprise, staff, and shoppers alike.
Additionally in trade information this week:
- Within the continued absence of formal SEC steerage on advisory agency use of Synthetic Intelligence (AI), many companies are taking a curious, however cautious, method towards adopting AI-powered instruments
- A latest report identifies the rising complete wealth managed by ladies within the U.S. and gives methods for companies to faucet into this potential enterprise alternative
From there, we’ve got a number of articles on retirement planning:
- A examine finds that, on common, retirees’ satisfaction with their monetary scenario tends to extend with age, doubtlessly offsetting the common decline in consumption in comparison with their pre-retirement years
- Why ‘life upgrades’ might be an efficient option to encourage hesitant shoppers to spend more cash in retirement
- How advisors might help shoppers stay extra affluent lives by dispelling retirement spending myths that shoppers may need internalized
We even have a variety of articles on working with shopper {couples}:
- How advisors can successfully work with every member of shopper {couples} when one accomplice serves because the family ‘CFO’
- Ways for encouraging shopper {couples} to carry common cash check-ins between conferences with their advisor to enhance communication and imaginative and prescient setting
- 4 questions advisors can ask shopper {couples} to find underlying threat tolerance variations between companions
We wrap up with three remaining articles, all about spring cleansing:
- How decluttering one’s life can lengthen past bodily gadgets to incorporate the knowledge they eat and the obligations they tackle
- How leaders can scale back their workload even once they’ve delegated as many duties as attainable
- Seven important processes that may enable monetary advisory companies to run extra effectively and productively
Benefit from the ‘gentle’ studying!
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