{"id":46293,"date":"2025-01-25T06:18:59","date_gmt":"2025-01-25T06:18:59","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/finance\/weekend-reading-for-financial-planners-january-25-26\/"},"modified":"2025-01-25T06:18:59","modified_gmt":"2025-01-25T06:18:59","slug":"weekend-reading-for-financial-planners-january-25-26","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=46293","title":{"rendered":"Weekend Reading For Financial Planners (January 25\u201326)"},"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 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&nbsp;and aspiring advisors seek positions that don&#8217;t rely on an&nbsp;&#8216;eat what you kill&#8217; approach) and assets managed (as consumers might be attracted to the differentiated service proposition they can experience working with an RIA that has an incentive to reinvest into service and the client relationship to retain the client and their ongoing fees). Nonetheless, given the scale and brand awareness of the wirehouses, and as&nbsp;their own use of fee-based models&nbsp;increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs<\/p>\n<p>Also in industry news this week:<\/p>\n<ul>\n<li>A recent survey indicates that trust is the most important factor for clients when choosing an advisor (and the factor most likely to drive them to a different advisor), with an advisor&#8217;s ability to understand their financial health and goals being a primary way to build this trust (providing an opportunity for human advisors to differentiate themselves from less personal tech-only advice options)<\/li>\n<li>RIAs appear to be focused on identifying sub-optimal investments and tax savings opportunities as they seek to provide ongoing value to their clients, according to a recent study<\/li>\n<\/ul>\n<p>From there, we have several articles on investment planning:<\/p>\n<ul>\n<li>ETF issuers are unveiling increasingly complex ETF products, potentially enticing clients and presenting a challenge to advisors to fully evaluate their pros and cons<\/li>\n<li>New products and reduced costs have made alternative investments easier to access in recent years, providing advisors with a potential differentiator for their service offering<\/li>\n<li>While covered-call ETFs might appear attractive to many investors, an analysis indicates that alternate approaches (perhaps as simple as a global 60\/40 asset allocation) could provide similar risk management benefits while achieving greater returns<\/li>\n<\/ul>\n<p>We also have a number of articles on practice management:<\/p>\n<ul>\n<li>One firm&#8217;s step-by-step guide to how it made a recent hire, from creating clear, informative job posting to efficiently narrowing down the field of candidates<\/li>\n<li>Perks financial advisory firms are using to attract and retain talent, from supplemental &#8220;family leave&#8221; days to time off for pro bono service<\/li>\n<li>Four common mistakes advisory firms make when it comes to employee compensation and how to design compensation models that reflect employees&#8217; true priorities<\/li>\n<\/ul>\n<p>We wrap up with three final articles, all about the intersection of money and purpose:<\/p>\n<ul>\n<li>How money can (and cannot) facilitate a sense of purpose and meaning for advisors and their clients alike<\/li>\n<li>Why the ability to say &#8220;no&#8221; to opportunities that arise can be a superpower that allows one to focus on what is most meaningful to them<\/li>\n<li>How identifying a &#8220;deeper yes&#8221; can help advisors and their clients make tough decisions when it comes to budgeting their time and money<\/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-january-25-26-2025\/\">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\/911631680\/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 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&nbsp;and aspiring advisors seek positions that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":19308,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[93],"tags":[10912,3805,11465,3646,4766],"dealstore":[],"offerexpiration":[],"class_list":["post-46293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","tag-financial","tag-january","tag-planners","tag-reading","tag-weekend"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - 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