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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

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Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., a tax bill or refund). Kind environments have clear rules, quick feedback, and consistent patterns, making them easier to navigate and learn from.

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Weekend Reading For Financial Planners (September 9-10)

Nerd's Eye View

Read More.

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Weekend Reading For Financial Planners (Nov 5-6)

Nerd's Eye View

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.