Weekend Studying For Monetary Planners (Feb 25-26)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC’s proposed “Safeguarding Rule” would considerably enhance the variety of funding advisers deemed to have custody of consumer property and enhance paperwork necessities for advisers and certified custodians, although the contours of a last regulation stay unsure.

Additionally in trade information this week:

• Why the habits of some TAMPs and funding advisers might need led the SEC to suggest its new (and doubtlessly burdensome) ‘outsourcing rule’
• Why unbiased broker-dealers might turn out to be main gamers in RIA M&A within the coming yr

From there, now we have a number of articles on advisor advertising and marketing:

• Tips on how to craft participating calls to motion on an advisory agency web site
• Steps advisors can take to develop and handle an efficient advertising and marketing electronic mail checklist
• 5 options that may make an advisor’s web site a extra worthwhile advertising and marketing device

We even have a variety of articles on tax planning:

• How advisors may also help their shoppers keep away from an IRS audit this tax season
• How main life modifications, reminiscent of a transfer or a brand new job, can have an effect on a consumer’s tax returns
• A evaluation of the perfect tax preparation software program instruments for quite a lot of tax conditions

We wrap up with three last articles, all about private improvement:

• Why displaying poise, the mix of fashion and substance, is commonly on the coronary heart of a profitable profession
• Why it may be worthwhile to have “permission to suck” relating to attempting new issues
• Why a bit little bit of self-doubt may also help people make higher choices

Benefit from the ‘mild’ studying!

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