Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} latest survey of monetary advisory agency staff discovered that about half of respondents are presently working within the workplace 5 days per week, with the rest divided amongst hybrid codecs or full-time earn a living from home. Notably, the survey recognized variations in office flexibility by function (with client-facing advisors working extra days per week within the workplace) and by expertise (with newer agency staff extra more likely to have extra in-office days every week). Altogether, the survey means that after corporations operated remotely for a sure interval throughout the pandemic, many are taking the chance to determine work location insurance policies that match the wants of their enterprise, staff, and purchasers alike.
Additionally in business information this week:
- Within the continued absence of formal SEC steerage on advisory agency use of Synthetic Intelligence (AI), many corporations are taking a curious, however cautious, method towards adopting AI-powered instruments
- A latest report identifies the rising whole wealth managed by girls within the U.S. and gives methods for corporations to faucet into this potential enterprise alternative
From there, now we have a number of articles on retirement planning:
- A examine finds that, on common, retirees’ satisfaction with their monetary state of affairs tends to extend with age, probably offsetting the typical decline in consumption in comparison with their pre-retirement years
- Why ‘life upgrades’ may very well be an efficient solution to encourage hesitant purchasers to spend more cash in retirement
- How advisors may also help purchasers reside extra affluent lives by dispelling retirement spending myths that purchasers might need internalized
We even have a lot of articles on working with shopper {couples}:
- How advisors can successfully work with every member of shopper {couples} when one associate serves because the family ‘CFO’
- Ways for encouraging shopper {couples} to carry common cash check-ins between conferences with their advisor to enhance communication and imaginative and prescient setting
- 4 questions advisors can ask shopper {couples} to find underlying threat tolerance variations between companions
We wrap up with three last articles, all about spring cleansing:
- How decluttering one’s life can prolong past bodily objects to incorporate the knowledge they devour and the obligations they tackle
- How leaders can cut back their workload even after they’ve delegated as many duties as potential
- Seven important processes that may enable monetary advisory corporations to run extra effectively and productively
Benefit from the ‘mild’ studying!