February 8, 2023


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Weekend Studying For Monetary Planners (Jan 14-15)

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 Federal Commerce Fee has proposed a nationwide ban on noncompete clauses in worker contracts, aiming to offer staff extra freedom to vary jobs inside the identical business. Within the advisor world, the place noncompete agreements are pretty widespread, a ban on the follow may incentivize companies to reassess their worker worth proposition and to contemplate methods to determine their purchasers’ relationships with the agency, and never simply with their advisors.

Additionally in business information this week:

  • A examine means that simplification is the highest motive customers mix their funding accounts, signaling that the onboarding course of for brand new advisory shopper belongings is a value-add in itself
  • FINRA has launched its enforcement priorities for 2023, together with a continued give attention to compliance with Regulation Greatest Curiosity in addition to a number of new precedence matters, similar to manipulative buying and selling, fixed-income pricing, and buying and selling in fractional shares

From there, we’ve a number of articles on retirement planning:

  • The newest guidelines for 2023 Required Minimal Distributions from inherited retirement accounts
  • How reviewing and adjusting capital market assumptions might help advisors refine their use of Monte Carlo simulations
  • Why counting on Treasury Inflation-Protected Securities (TIPS) to assist the majority of retirement earnings wants could possibly be dangerous

We even have numerous articles on funding planning:

  • A latest examine signifies that rebalancing a portfolio on an annual foundation is superior to longer or shorter time horizons
  • How shares and bonds are likely to carry out following their greatest down years
  • The long-term portfolio progress trajectory purchasers can count on when implementing a dollar-cost averaging technique

We wrap up with three ultimate articles, all about coping with distractions:

  • The 4 kinds of consideration and the way people transfer between them all through the day
  • How consolidating the wide selection of ‘inboxes’, from e mail to office messaging, might help restrict distractions all through the day
  • How incorporating breaks to evaluation notifications and social media in the course of the workday can create extra time for targeted work

Benefit from the ‘gentle’ studying!

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