Outsource Bookkeeping Service Providers

  • Accounting
  • Bookkeeping
  • US Taxation
  • Financial Planning
  • Accounting Software
  • Small Business Finance
You are here: Home / Accounting Software / Weekend Reading For Financial Planners (Oct 1-2)

Weekend Reading For Financial Planners (Oct 1-2)

September 30, 2022 by cbn Leave a Comment

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a former Department of Labor official expects that it will take until next year for the agency to release new rules that would likely expand the number of financial professionals who must provide a fiduciary standard of care when providing investment recommendations for 401(k), individual retirement accounts, and other plans.

Also in industry news this week:

  • A recent survey suggests that high-income Millennials are more open to working with advisors than similar individuals in older generations
  • A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions

From there, we have several articles on advisor marketing:

  • How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy
  • How firms are approaching the opportunities and potential pitfalls of the SEC’s new marketing rule, which will be enforced starting November 4
  • What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites

We also have a number of articles on retirement planning:

  • Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment
  • The potential advantages of taking RMDs in stock rather than in cash during the current market downturn
  • Why the charges associated with guaranteed income products could be considered as the cost of insurance rather than fees

We wrap up with three final articles, all about work life:

  • Why some hybrid workers choose to come into the office on Fridays, from shorter commutes to more time with the copy machine
  • What ‘quiet quitting’ means for both workers and advisory firm owners
  • How ‘micro-breaks’ throughout the workday can help you avoid screen fatigue and stay energized

Enjoy the ‘light’ reading!

Read More…

Share on FacebookShare on TwitterShare on Google+Share on LinkedinShare on Pinterest

Filed Under: Accounting Software

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Archives

  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015

Recent Posts

  • Reckon One receives ‘Best Customer Support’ badge from Software Advice
  • Xero Beautiful Business Fund: Meet our global judges
  • For Dothan, Ala., company, move to the cloud “a no-brainer”
  • Fed declines to hike, but points to rates staying higher for longer
  • How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences Of Returns

Recent Comments

    Categories

    • Accounting
    • Accounting Software
    • Bookkeeping
    • Financial Planning
    • Small Business Finance
    • Uncategorized
    • US Taxation

    Categories

    • Accounting (1,508)
    • Accounting Software (2,062)
    • Bookkeeping (1,518)
    • Financial Planning (3,711)
    • Small Business Finance (2)
    • Uncategorized (3,137)
    • US Taxation (477)

    Subscribe Our Newsletter

     Subscribing I accept the privacy rules of this site

    Copyright © 2023 · News Pro Theme on Genesis Framework · WordPress · Log in