Enjoy the latest issue of ‘Weekend Reading for Financial Planners’ – this week’s edition has news that, according to CFP board leaders, ‘everything is on the table’ when it comes to reviewing the organization’s published competency standards starts with . Among other notable items that may be reviewed is the current certification requirement that candidates must have at least a bachelor’s degree. Some observers have suggested limiting her pool of potential CFP professionals during times of high demand for advisor talent.
Also, this week’s industry news:
- The SEC this week announced its review priorities for 2023, including new marketing rules, Reg BIs, and complex investments.
- The House is considering legislation to expand the definition of who qualifies as an accredited investor, and may look to the role of financial advisors to help guide clients interested in investing privately. .
From there, there are several articles on practice management.
- A structured approach that companies can use to design a future-proof organizational chart
- Why Outsourcing Certain Operational Tasks Still Requires Continuous Work by Company Employees
- How companies can get employee buy-in when making big changes to their business
There are many articles on retirement planning.
- Studies have found that retirement can lead to cognitive impairment, possibly as a result of decreased social engagement
- Why professionals consider several mini-retirements throughout a career
- Simple rules to help individuals choose the best place to live
Finally, we conclude with three articles about meetings.
- Why internal meetings are bad for both productivity and employee wellbeing, and how companies can improve them
- How a company profited by canceling all meetings for a week
- From sending asynchronous video to implementing “no-meeting Wednesdays,” businesses can use tactics they can use to reduce the burden of meetings.
Enjoy your “light” reading!
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