Enjoy the latest installment of Weekend Reading for Financial Planners. This week’s issue begins with the news that a recent study found that advisory formats working with a younger client base tended to grow relatively larger assets under management and revenue over time. Additionally, researchers found that referrals from centers of influence were one of the strongest drivers of new customer growth, with customer referrals playing an equally important role. .
Industry news of the week:
- How Goldman Sachs’ RIA custodial platform leverages its parent company’s resources as it seeks to gain momentum in a highly competitive environment among custodians
- How NASAA Changed Content and/or Scoring for Series 63, 65, and 66 Exams
From there, there are several articles on college planning.
- From redesigned FAFSA forms to new planning opportunities for grandparents, how the college financial aid landscape is changing this year
- How the Newly Updated College Scorecard Tool Helps Advisors and Their Clients Better Understand the Costs and Potential Benefits of Attending a Particular College
- How can an advisor help a client decipher a college financial aid letter? This can vary greatly from school to school.
We also have many articles on investing.
- Why Financial Planning Clients Don’t Want the Personalization That Direct Indexing Offers
- Why Investing in Today’s Biggest Companies and Holding Stocks Longer Can Underperform More Dynamic Indices
- Research shows advisors often invest client assets more conservatively than clients’ risk tolerances allow
Finally, we wrap up three articles on resilience.
- How a set of spiritual exercises can help individuals build resilience and overcome the challenges they face
- How Owning the Inevitable Pain of Life Can Enhance Personal Resilience
- How Adopting a ‘Gift-Giving’ Mindset Can Help Individuals Live Their Best Lives Now and in the Future
Enjoy your “light” reading!
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