Enjoy the latest issue of Weekend Reading for Financial Planners – this week’s edition, organized by the CFP Standards Board 501(c )(6). Unlike previous campaigns, the first ad directs consumers to seek financial advice from her CFP experts. Future advertisements may more directly describe the benefits of earning the CFP mark.
Also, this week’s industry news:
- A top Democratic senator has called on the Treasury Department to crack down on various real estate planning strategies for the wealthy, including GRAT and IDGT.
- In the aftermath of recent bank failures, both Republicans and Democrats are weighing whether current FDIC insurance limits should be raised.
From there, we have several articles on retirement planning.
- Why donations to loss accounts may be more uncertain than traditional donations even though they are immune to future tax rate changes
- How the Funded Ratio Metric Helps Advisors Make Effective Retirement Spending Recommendations
- Comparing various post-retirement variable spending strategies, from the “floor and ceiling” approach to the “ratchet rule”
There are also many articles on Advisor Marketing.
- How to optimize the 5 most important pages on your advisory website
- 4 Tools Advisors Can Use to Improve Your Website’s Search Visibility
- How advisors create and deploy effective keywords to help consumers find their website when searching online
Finally, we conclude with three articles on changing professional qualifications.
- The CFA Institute has announced a series of changes to its certification process, from the inclusion of hands-on skills modules to a pathway focused on new jobs in private wealth and private markets.
- Why Some States Are Considering Lowering Higher Education Requirements To Become A CPA
- CFP Board Announces Members of New Standards Committee to Review and Assess Education, Testing, Experience, and CE Competence Requirements to Earn and Maintain the CFP Mark
Enjoy your “light” reading!
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