Weekend Reading For Financial Planners (June 4-5)

Weekend Reading For Financial Planners (June 4-5)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent FPA Trends In Investing study that suggests advisor interest in ESG investing might be at a crossroads. While a greater percentage of advisors compared to last year said they plan to increase their use of ESG funds in the next year, the number of advisors that said they use ESG funds at all has declined since 2020 (and client interest has waned somewhat as well), suggesting that more advisors are going ‘all-in’ on a niche around ESG investing… but that those who aren’t all-in are increasingly not in at all.

Also in industry news this week:

  • Despite anticipated reduced costs related to a drop in price of a new drug, Medicare Part B premiums will remain steady through the rest of 2022, though enrollees could benefit from a potential premium decrease for 2023
  • The latest Social Security trustees’ report indicates the Social Security trust fund will be exhausted by 2035, but also would still be able to pay out 80% of benefits at that time

From there, we have several articles on advisor technology:

  • The latest T3/Inside Information Survey shows that a few big players continue to dominate several AdvisorTech categories and also indicates the growing popularity of ‘All-In-One’ solutions
  • How this year’s T3 Advisor Conference demonstrated the growth of technology solutions that go beyond back-office functions and enhance client engagement
  • How ‘Big Data’ and artificial intelligence are likely to impact all 7 steps of the financial planning process

We also have a number of articles on retirement planning:

  • How software solutions are enabling advisors to provide more detailed health care cost analyses for clients
  • How advisors can take advantage of rising interest rates to help clients earn more income on their cash holdings
  • Why cost should not necessarily be the driving factor when selecting annuities and their features

We wrap up with three final articles, all about reading:

  • Why reading a wider range of books and seeking recommendations from those you admire can make you a better reader
  • How setting a goal to read a certain number of minutes each day, rather than a certain number of books per month or year, can help you build a reading habit
  • How leaders can benefit from incorporating reading into their workday, rather than viewing it as a leisure activity

Enjoy the ‘light’ reading!

Read More…


Leave a Reply

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