Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} Federal district court docket in Texas has put a keep on the efficient date of the Division of Labor’s (DoL’s) new Retirement Safety Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to grow to be efficient in September, and associated amendments to prohibited transaction exemptions. Additional, the court docket indicated that its final resolution is prone to favor teams opposing the regulation, which might result in an attraction by the DoL and go away advisors ready (doubtlessly for much longer) for a remaining reply on what shall be required of them going ahead.
Additionally in business information this week:
- A current survey finds {that a} majority of 401(okay) plan individuals assume their monetary scenario warrants monetary recommendation and are more likely to belief human-provided steerage over computer-generated recommendation
- With the SEC’s new “T+1” settlement rule going into impact, RIAs might face associated record-keeping requests throughout upcoming examinations
From there, we’ve got a number of articles on funding planning:
- Why historic knowledge and forward-looking projections counsel that small-cap shares doubtlessly proceed to advantage an allocation in consumer portfolios, regardless of their relative underperformance lately in comparison with their large-cap counterparts
- Whereas worldwide shares have lagged the U.S. market through the previous decade, historic knowledge counsel that they might function a useful ballast towards sharp inflation-adjusted drawdowns in U.S. shares
- The downsides to allocating to ‘fancy’ investments, from illiquidity to the often-high prices of shopping for, promoting, and even holding these belongings
We even have a lot of articles on advisor advertising and marketing:
- How advisors are utilizing Substack to amplify their content material advertising and marketing efforts past conventional advisory agency blogs
- Why shorter advertising and marketing electronic mail topic traces with a transparent worth proposition are inclined to result in sturdy returns for advisors
- How podcasting represents a comparatively environment friendly advertising and marketing instrument for advisors, although this methodology tends to take time and dedication to convey outcomes
We wrap up with three remaining articles, all about work-life steadiness:
- Why striving for work-life “concord” reasonably than “steadiness” can create better flexibility and fewer stress
- 7 comparatively easy methods advisors can weave mindfulness practices into their busy schedules to grow to be extra “current” of their each day lives
- Techniques advisory agency homeowners can use to convey extra steadiness into their work {and professional} lives, which might finally result in a extra sustainable enterprise and better total wellbeing
Benefit from the ‘mild’ studying!