Enjoy the latest installment of Weekend Reading for Financial Planners. This week’s issue begins with news that Threads, a new social media app designed to compete with Twitter, surpassed 100 million users in its first week alone, but its potential usefulness remains low. The content for advisors remains opaque, raising compliance concerns for advisors whose social media archive tools have not yet covered the new app.
Industry news of the week:
- The SEC this week finalized a series of rules aimed at potentially blocking future trading of money market funds and reducing liquidity risk.
- Recent research suggests that advisor marketing messages that address a prospect’s emotional concerns in addition to technical questions can be particularly effective.
From there, you’ll find several articles on Advisor Marketing.
- Tips on how advisors can more effectively share news stories on social media, from choosing the “right” story to providing their own commentary
- Why a proactive, compliance-centric approach to third-party reviews can influence advisors’ online ratings and drive lead flow
- From profile updates to creating quarterly content calendars, how companies and advisors can increase their social media presence
There are also many articles on retirement planning.
- How “Fat FIRE” differs from the traditional concept of early retirement, and what it means for advisors supporting clients on this path
- A roadmap for those considering or about to retire (and their advisors) to ensure they are financially prepared for the transition from the working world.
- A proposed approach to retirement income planning designed to provide even more nuance than traditional Monte Carlo analysis
Finally, we conclude with three articles on trends.
- Why the introduction of AI tools could actually increase the number of available jobs without leading to mass unemployment
- How the Southern United States has seen a massive influx of residents and businesses over the past few years
- How investment and financial advice has evolved over the past century and what that means for advisors of the future
Enjoy your “light” reading!
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