Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors whose social media archiving tools do not yet cover the new app.
Also in industry news this week:
- The SEC this week finalized a series of rules designed to discourage future runs on money-market funds, potentially reducing their liquidity risk
- A recent study suggests that advisor marketing messages that address prospective clients’ emotional concerns, in addition to their technical questions, could be particularly effective
From there, we have several articles on advisor marketing:
- Tips for how advisors can more effectively share news articles on social media, from choosing the ‘right’ articles to offering their own commentary
- Why taking a proactive and compliance-centered approach to third-party reviews could help advisors influence how they are portrayed online and potentially boost the flow of prospective clients
- How firms and advisors can elevate their social media presence, from refreshing their profiles to creating a quarterly content calendar
We also have a number of articles on retirement planning:
- How ‘Fat FIRE’ differs from traditional conceptions of early retirement and what it means for advisors supporting clients pursuing this path
- A road map those contemplating or entering retirement (as well as their advisors) can use to ensure they are financially prepared for the transition from the working world
- A proposed approach to retirement income planning that is designed to offer more nuance than traditional Monte Carlo analysis
We wrap up with 3 final articles, all about trends:
- Why the introduction of AI tools might not lead to massive unemployment and could actually boost the number of available jobs
- How the Southern United States has seen a massive inflow of residents and companies in the past several years
- How investing and financial advice have evolved during the past century and what it means for advisors going forward
Enjoy the ‘light’ reading!
