{"id":265770,"date":"2025-05-31T19:09:11","date_gmt":"2025-05-31T19:09:11","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/finance\/weekend-reading-for-financial-planners-may-31-june-1\/"},"modified":"2025-05-31T19:09:11","modified_gmt":"2025-05-31T19:09:11","slug":"weekend-reading-for-financial-planners-may-31-june-1","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=265770","title":{"rendered":"Weekend Reading For Financial Planners (May 31\u2013June 1)"},"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 a recent survey of financial advisory firm employees found that about half of respondents are currently working in the office five days a week, with the remainder divided among hybrid formats or full-time work from home. Notably, the survey identified differences in workplace flexibility by role (with client-facing advisors working more days per week in the office) and by experience (with newer firm employees more likely to have more in-office days each week). Altogether, the survey suggests that after firms operated remotely for a certain period during the pandemic, many are taking the opportunity to establish work location policies that fit the needs of their business, employees, and clients alike.<\/p>\n<p>Also in industry news this week:<\/p>\n<ul>\n<li>In the continued absence of formal SEC guidance on advisory firm use of Artificial Intelligence (AI), many firms are taking a curious, but cautious, approach toward adopting AI-powered tools<\/li>\n<li>A recent report identifies the growing total wealth controlled by women in the U.S. and offers strategies for firms to tap into this potential business opportunity<\/li>\n<\/ul>\n<p>From there, we have several articles on retirement planning:<\/p>\n<ul>\n<li>A study finds that, on average, retirees&#8217; satisfaction with their financial situation tends to increase with age, potentially offsetting the average decline in consumption compared to their pre-retirement years<\/li>\n<li>Why &#8216;life upgrades&#8217; could be an effective way to encourage hesitant clients to spend more money in retirement<\/li>\n<li>How advisors can help clients live more prosperous lives by dispelling retirement spending myths that clients might have internalized<\/li>\n<\/ul>\n<p>We also have a number of articles on working with client couples:<\/p>\n<ul>\n<li>How advisors can effectively work with each member of client couples when one partner serves as the household &#8216;CFO&#8217;<\/li>\n<li>Tactics for encouraging client couples to hold regular money check-ins between meetings with their advisor to improve communication and vision setting<\/li>\n<li>Four questions advisors can ask client couples to discover underlying risk tolerance differences between partners<\/li>\n<\/ul>\n<p>We wrap up with three final articles, all about spring cleaning:<\/p>\n<ul>\n<li>How decluttering one&#8217;s life can extend beyond physical items to include the information they consume and the obligations they take on<\/li>\n<li>How leaders can reduce their workload even when they&#8217;ve delegated as many tasks as possible<\/li>\n<li>Seven essential processes that can allow financial advisory firms to run more efficiently and productively<\/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-31-june-1-2025\/\">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\/919339646\/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 a recent survey of financial advisory firm employees found that about half of respondents are currently working in the office five days a week, with the remainder divided among hybrid formats or full-time work from [&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":[94915,10912,11465,3646,4766],"dealstore":[],"offerexpiration":[],"class_list":["post-265770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","tag-31june","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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