Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the Securities and Trade Fee this week licensed 11 Spot Bitcoin Trade-Traded Funds (ETFs), which may present monetary advisors and their purchasers with a handy strategy to spend money on the cryptocurrency with out most of the safety points or worth monitoring challenges of different strategies (although the brand new merchandise will nonetheless be topic to Bitcoin’s infamous worth volatility!).
Additionally in business information this week:
- The Division of Labor (DoL) this week printed a last rule delineating what makes a person an unbiased contractor versus an organization worker, although it didn’t present particular steering for registered representatives of broker-dealers and different monetary professionals who’ve expressed concern that their unbiased contractor standing may very well be in jeopardy
- Vanguard this week opened a high-yield financial savings product to all traders, including to the heated competitors for shopper deposits
From there, we have now a number of articles on follow administration:
- How monetary advisory agency house owners can be certain that managers promoted from inside the agency are positioned for achievement
- A latest survey signifies that being proactive with planning methods and communication may very well be extra vital than portfolio efficiency for monetary advisors relating to shopper retention
- How advisors who attain the accomplice degree (and their corporations) may gain advantage from a 2nd profession path that guides them all through the remainder of their careers
We even have quite a lot of articles on money movement and budgeting:
- 11 questions that may assist {couples} get on the identical web page financially earlier than shifting in collectively
- 3 choices for {couples} when deciding how (or whether or not) to mix their funds
- How holding common ‘cash dates’ may help {couples} enhance their relationship with cash and one another
We wrap up with 3 last articles, all about well being:
- The various advantages of assembly the really helpful every day consumption of fiber and the meals that include probably the most of it
- Why worrying about getting 8 hours of sleep per evening is perhaps counterproductive and why sticking to an everyday sleep schedule is perhaps a more practical strategy
- 9 methods to get more healthy within the coming yr that don’t require a serious way of life change
Benefit from the ‘mild’ studying!
