September 21, 2023


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Weekend Studying For Monetary Planners (June 3-4)

2 min read

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} latest examine discovered that advisory kinds working with a youthful shopper base are inclined to have comparatively stronger development in property beneath administration and income over time. As well as, the researchers discovered that referrals from facilities of affect had been one of many strongest drivers of latest shopper development, with shopper referrals taking part in an vital position as effectively.

Additionally in business information this week:

  • How Goldman Sachs’ RIA custodial platform is leveraging the assets of its dad or mum firm because it seeks to construct momentum amidst a extremely aggressive atmosphere amongst custodians
  • How NASAA has modified the substance and/or scoring of the Sequence 63, 65, and 66 exams

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

  • How the school monetary help panorama is altering this 12 months, from a redesigned FAFSA type to new planning alternatives for grandparents
  • How the newly-updated Faculty Scorecard device may help advisors and their shoppers higher perceive the prices and potential advantages of attending sure schools
  • How advisors may help shoppers decipher school monetary help letters, which may fluctuate considerably throughout totally different colleges

We even have quite a lot of articles on investments:

  • Why monetary planning shoppers won’t be clamoring for the personalization that direct indexing presents
  • Why investing in right this moment’s largest corporations and holding the shares for an prolonged interval may underperform a extra dynamic index
  • A examine has discovered that advisors usually make investments shopper property extra conservatively than what their shopper’s threat tolerance may enable

We wrap up with 3 last articles, all about resilience:

  • How a collection of psychological workouts may help people construct resilience and overcome challenges they face
  • Why taking possession of the inevitable ache that is available in life can result in higher private resilience
  • How adopting a “gift-giving” mindset may help a person dwell their finest life each right this moment and into the longer term

Benefit from the ‘mild’ studying!

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