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Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!
Also in industry news this week:
- Why many clients of robo-advisors are seeking out human advisors in the current market climate
- A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority
From there, we have several articles on advisor technology:
- A recent survey shows that many advisors at large firms are unhappy with their firm’s current tech stack and that client growth has suffered because of it
- Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise
- Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients
We also have a number of articles on investments:
- Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding
- How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts
- Why a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead
We wrap up with three final articles, all about self-improvement:
- Why working to change their mindsets might be the activity that provides the greatest return-on-investment for advisors
- How to set better health goals for 2023 and actually follow through on them
- Why the ability to achieve big goals starts with seemingly small habits
Enjoy the ‘light’ reading!