{"id":219796,"date":"2025-05-02T23:47:22","date_gmt":"2025-05-02T23:47:22","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/finance\/weekend-reading-for-financial-planners-may-3-4\/"},"modified":"2025-05-02T23:47:22","modified_gmt":"2025-05-02T23:47:22","slug":"weekend-reading-for-financial-planners-may-3-4","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=219796","title":{"rendered":"Weekend Reading For Financial Planners (May 3\u20134)"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<p>Enjoy the current installment of &#8220;Weekend Reading For Financial Planners&#8221; &ndash; this week&#8217;s edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage consumers to seek out CFP professionals when looking for a financial advisor. While CFP board highlighted the improved brand recognition and desire to work with a CFP professional amongst the public since its public awareness campaign began in 2011, some certificants have questioned whether the fee increase (which comes on the heels of a $100 hike in 2022) and the promotional campaign it supports will lead to more clients (and revenue) for their individual practices.<\/p>\n<p>Also in industry news this week:<\/p>\n<ul>\n<li>A majority of financial advisory clients feel reassured by their advisor in the current market environment, according to a recent survey, with advisors pursuing a mix of &#8216;high touch&#8217; and &#8216;low touch&#8217; communication methods<\/li>\n<li>A FINRA proposal that purports to streamline regulatory obligations regarding outside business activities and private security transactions could lead to significantly higher compliance requirements for certain broker-dealers and unaffiliated RIAs who use their brokerage services, according to some industry participants<\/li>\n<\/ul>\n<p>From there, we have several articles on investment planning:<\/p>\n<ul>\n<li>How advisors can evaluate gold as a potential part of client portfolios as it hovers around record-high prices (in both absolute terms and relative to inflation)<\/li>\n<li>While U.S. Treasuries are sometimes referred to as &#8216;risk-free&#8217; assets, the experience of the past few years has demonstrated the value for advisors of aligning duration with client cash flow needs<\/li>\n<li>An analysis of how buffer ETFs have performed against different benchmarks finds mixed results for these products, which have expanded in number and variety in the past few years<\/li>\n<\/ul>\n<p>We also have a number of articles on retirement planning:<\/p>\n<ul>\n<li>Survey data suggest that many individuals underestimate the chances that they will need high intensity long-term care during their lives (while others overestimate the odds, which could lead them to underspend in retirement)<\/li>\n<li>An analysis of long-term care insurance policyholder data finds that 38% of those with standalone policies claim benefits by age 79, while 88% have claims before age 90<\/li>\n<li>Key questions that can help clients determine the right retirement community for their needs (and to help their financial advisor assess the financial implications of different fee models)<\/li>\n<\/ul>\n<p>We wrap up with three final articles, all about money and wellbeing:<\/p>\n<ul>\n<li>A four-step method to most effectively transform money into lasting memories with loved ones<\/li>\n<li>Why an individual&#8217;s wealth extends beyond just financial assets and how advisors can encourage clients to consider how they might maximize their time and healthy years as well<\/li>\n<li>While a client might be able to afford a major purchase (e.g., a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging<\/li>\n<\/ul>\n<p>Enjoy the &#8216;light&#8217; reading!<\/p>\n<p><a class=\"more-link\" href=\"https:\/\/feeds.kitces.com\/~\/t\/0\/0\/kitcesnerdseyeview\/~https:\/\/www.kitces.com\/blog\/weekend-reading-for-financial-planners-may-3-4-2025\/\">Read More&#8230;<\/a><\/p>\n<p><Img align=\"left\" border=\"0\" height=\"1\" width=\"1\" alt=\"\" style=\"border:0;float:left;margin:0;padding:0;width:1px!important;height:1px!important\" hspace=\"0\" src=\"https:\/\/feeds.kitces.com\/~\/i\/917651798\/0\/kitcesnerdseyeview\"><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enjoy the current installment of &#8220;Weekend Reading For Financial Planners&#8221; &ndash; this week&#8217;s edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":62095,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[93],"tags":[10912,11465,3646,4766],"dealstore":[],"offerexpiration":[],"class_list":["post-219796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","tag-financial","tag-planners","tag-reading","tag-weekend"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - 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