Here are five suggested articles to read this weekend:
1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback information, and talk about investments underperformance, plan design fumbles and retirement replacement ratio spreads. (401kspecialistmag.com)
2. Best Interest and Best Practices: Improving Retirement Outcomes – Advancements in technology have now made it possible to instantly and conveniently access online accounts to retrieve personal information, such as retirement plan savings data. (planpilot.com)
3. Competition For Talent And The Rising Shortage Of Next-Generation Financial Advisors – Being an effective financial advisor requires a substantial amount of training, education, and experience in various skill domains, resulting in career paths that often have years or even a decade of “paying your dues” before either reaching a healthy level of advisor income as an independent, or a senior advisor position as an employee. (Nerd’s Eye View | Kitces.com)
4. Clayton declines to set timeline for final SEC advice rule – Securities and Exchange Commission chairman Jay Clayton won’t set a deadline for the agency to complete its work on investment advice reform. (investmentnews.com)
5. How Financial Advisors Rate President Trump’s Job Performance – There is a wide disparity between how financial advisors and family offices/estate attorneys view the job performance of President Donald Trump. (wealthmanagement.com)
