Enjoy the latest installment of Weekend Reading for Financial Planners. This week’s issue kicks off with news that the Investment Advisers Association has asked regulators to assess whether the compliance burden is appropriate as the SEC continues to propose rules for investment advisers. These regulations outweigh the potential benefits to our advisors and, if adopted, we will consider phasing them in to give our advisors sufficient time to implement them. There is a need.
Industry news of the week:
- A recent study found that financial advisors get significantly more social media engagement from LinkedIn and Facebook posts compared to Twitter, highlighting the importance of posting original content for engagement. .
- Why RIAs Are Struggling To Gain A Strong Foothold In The IPO Market
From there, here are some articles on behavioral finance.
- Advisors cannot provide absolute certainty about their clients’ financial lives, but they have the opportunity to add value by helping them manage risk and build resilience.
- How Advisors Can Support Clients in “Crisis”
- How you can inspire your clients to take action by helping them connect with their future selves
There are also many articles on healthcare management.
- How Advisory Firm Owners Save Time and Energy by Putting Employees in Control
- How companies can run more effective team meetings and offsites
- Why recruiting ‘superstars’ often requires different tactics than a company’s normal hiring process
Finally, we conclude with three articles on health.
- A review of studies showing why exercise is key to living healthier and longer
- How to put together a workout when you only have 15 minutes
- Why investing in health is just as important as financial investment for a longer and happier retirement
Enjoy your “light” reading!
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