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 presently 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 prone to have extra in-office days every week). Altogether, the survey means that after companies operated remotely for a sure interval through the pandemic, many are taking the chance to determine work location insurance policies that match the wants of their enterprise, staff, and purchasers 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 girls within the U.S. and provides methods for companies to faucet into this potential enterprise alternative
From there, we have now a number of articles on retirement planning:
- A research finds that, on common, retirees’ satisfaction with their monetary scenario tends to extend with age, probably offsetting the typical decline in consumption in comparison with their pre-retirement years
- Why ‘life upgrades’ may very well be an efficient option to encourage hesitant purchasers to spend extra money in retirement
- How advisors will help purchasers dwell extra affluent lives by dispelling retirement spending myths that purchasers might need internalized
We even have quite a few articles on working with consumer {couples}:
- How advisors can successfully work with every member of consumer {couples} when one associate serves because the family ‘CFO’
- Ways for encouraging consumer {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 consumer {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 prolong past bodily gadgets to incorporate the data they eat and the obligations they tackle
- How leaders can cut back their workload even after they’ve delegated as many duties as attainable
- Seven important processes that may permit monetary advisory companies to run extra effectively and productively
Benefit from the ‘gentle’ studying!
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