Benefit from the present installment of «Weekend Studying For Monetary Planners» – this week’s version kicks off with the information {that a} current survey of monetary advisory agency workers 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 work at 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 workers extra prone to have extra in-office days every week). Altogether, the survey means that after companies operated remotely for a sure interval through the pandemic, many are taking the chance to ascertain work location insurance policies that match the wants of their enterprise, workers, and purchasers alike.
Additionally in business information this week:
- Within the continued absence of formal SEC steering on advisory agency use of Synthetic Intelligence (AI), many companies are taking a curious, however cautious, strategy towards adopting AI-powered instruments
- A current report identifies the rising whole wealth managed by girls within the U.S. and affords methods for companies to faucet into this potential enterprise alternative
From there, we’ve a number of articles on retirement planning:
- A research finds that, on common, retirees’ satisfaction with their monetary scenario tends to extend with age, doubtlessly offsetting the typical decline in consumption in comparison with their pre-retirement years
- Why ‘life upgrades’ may very well be an efficient method to encourage hesitant purchasers to spend more cash in retirement
- How advisors may help purchasers stay extra affluent lives by dispelling retirement spending myths that purchasers may 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’
- Techniques 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 remaining articles, all about spring cleansing:
- How decluttering one’s life can prolong past bodily gadgets to incorporate the data they devour and the obligations they tackle
- How leaders can cut back their workload even after they’ve delegated as many duties as doable
- Seven important processes that may permit monetary advisory companies to run extra effectively and productively
Benefit from the ‘mild’ studying!