October 2, 2023


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Weekend Studying For Monetary Planners (Feb 25-26)

2 min read

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC’s proposed “Safeguarding Rule” would considerably improve the variety of funding advisers deemed to have custody of consumer belongings and improve paperwork necessities for advisers and certified custodians, although the contours of a closing regulation stay unsure.

Additionally in business information this week:

  • Why the habits of some TAMPs and funding advisers might need led the SEC to suggest its new (and probably burdensome) ‘outsourcing rule’
  • Why impartial broker-dealers might grow to be main gamers in RIA M&A within the coming yr

From there, we now have a number of articles on advisor advertising:

  • Easy methods to craft participating calls to motion on an advisory agency web site
  • Steps advisors can take to develop and handle an efficient advertising electronic mail listing
  • 5 options that may make an advisor’s web site a extra priceless advertising software

We even have a variety of articles on tax planning:

  • How advisors can assist their shoppers keep away from an IRS audit this tax season
  • How main life modifications, comparable to a transfer or a brand new job, can have an effect on a consumer’s tax returns
  • A evaluate of the very best tax preparation software program instruments for quite a lot of tax conditions

We wrap up with three closing articles, all about private growth:

  • Why exhibiting poise, the mix of fashion and substance, is usually on the coronary heart of a profitable profession
  • Why it may be priceless to have “permission to suck” in the case of attempting new issues
  • Why a bit little bit of self-doubt can assist people make higher choices

Benefit from the ‘mild’ studying!

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