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Sunday, April 18, 2021

5 Articles for your weekend reading list: September 22-23, 2018

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. (

2Best 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. (

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 |

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. (

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. (


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