Enjoy the latest issue of The Weekend Reading for Financial Planners – This Week’s Issue Finds RIAs Are Considering Growth Indicators Beyond AUM, From Client Numbers To Service Diversification, According To A New Study It starts with the news. they suggest. And given that growth can put more time strains on advisors, many advisors are looking to automation as a way to increase efficiency while increasing scale.
Also, this week’s industry news:
- How the RIA Seems to Be Increasingly Pushy Against Proposed Rules and Enforcement Actions from the SEC
- One broker-dealer reminded his advisers that he did not necessarily have complete independence with respect to the company’s sale.
From there, there are several articles on spending.
- Why now is a good time to buy a home, despite mortgage rates rising
- Why the Most Valuable ‘Luxury Goods’ Money Can Buy Have No Brand Names
- How Advisors Can Help Clients Transition From Tenure Savings Mode To Retirement Portfolio Spending
There are also many articles about administration.
- 7 books to help new managers lead effective teams
- How to create an employee onboarding process that improves retention
- How Advisory Firm Leaders Can Capitalize on the ‘Boomerang Employee’ Trend
Finally, we conclude with three articles on personal growth.
- Why it pays to make a big leap in personal growth, even if it’s risky
- Why self-compassion is more effective than self-criticism when it comes to overcoming mistakes
- A step-by-step process to find and develop your passion without spending 10,000 hours
Enjoy your “light” reading!
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