{"id":2257,"date":"2018-11-21T12:14:52","date_gmt":"2018-11-21T17:14:52","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=2257"},"modified":"2018-11-21T12:29:14","modified_gmt":"2018-11-21T17:29:14","slug":"10-articles-for-the-financial-advisor-thanksgiving-weekend-reading-list","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/10-articles-for-the-financial-advisor-thanksgiving-weekend-reading-list\/","title":{"rendered":"10 Articles for the Financial Advisor Thanksgiving Weekend Reading List"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2258\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List.jpg\" alt=\"\" width=\"900\" height=\"601\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List.jpg 900w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List-300x200.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List-768x513.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List-272x182.jpg 272w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><span style=\"color: #000000;\">Here are ten suggested articles for financial advisors to read this Thanksgiving weekend:<\/span><\/p>\n<p><span style=\"color: #000000;\">1.<span style=\"color: #0000ff;\"><strong> <a id=\"\/dnKXjZhMCW46fvE1JEfx9vijuz131VCm78N1f\/lQzA=_167362b01c3:5782e10:d42b93be_entry_title\" class=\"entryTitle title read\" style=\"color: #0000ff;\" href=\"https:\/\/www.kitces.com\/blog\/2018-medicare-open-enrollment-period-oep-annual-election-planning-for-2019\/\" target=\"_blank\" rel=\"noopener\">End-Of-Year\u00a0Medicare Planning Opportunities During The Open Enrollment Period<\/a>\u00a0<\/strong><\/span>\u2013 The final weeks of the year are some of the busiest for financial advisors as they help their clients not only plan for the upcoming year but wrap up their planning for the current year before it ends.<\/span><\/p>\n<p><span style=\"color: #000000;\">2. <strong><span style=\"color: #0000ff;\"><a id=\"rpvD1\/5O21yfQTeWnEJz7wZDpBUSnpGJYDpN+UOCVr0=_16731e34a2d:4ffb01d:9dda0303_entry_title\" class=\"entryTitle title read\" style=\"color: #0000ff;\" href=\"https:\/\/401kspecialistmag.com\/something-crazys-about-to-happen-with-that-generational-wealth-transfer\/\" target=\"_blank\" rel=\"noopener\">Something\u00a0Crazy\u2019s About to Happen With That Generational Wealth Transfer<\/a><\/span><\/strong>\u00a0\u2013 First it was $18 trillion, then $35 trillion, then $41 trillion\u2014and now? Cerulli says cynical Gen X will seriously up the ante, transferring an astounding $68 trillion of wealth to heirs over the course of the next 25 years.\u00a0<\/span><\/p>\n<p><span style=\"color: #000000;\">3. <a id=\"QwfitSGxdM7oguPCpnHSVKuFLtJTB0K3vZj7kPCavAo=_16731f1f759:5013262:9dda0303_entry_title\" class=\"entryTitle title read\" href=\"https:\/\/www.advisorperspectives.com\/commentaries\/2018\/11\/20\/packing-for-the-holidays-reducing-risk-with-short-term-bonds\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\"><strong>Packing\u00a0for the Holidays: Reducing Risk with Short\u2011Term Bon<span style=\"color: #0000ff;\">d<\/span>s<\/strong><\/span><\/a>\u00a0\u2013 As we approach the holiday season, most investors are beginning to think about escaping to somewhere far and exotic or spending time with family and friends. Unfortunately, while our social calendars are working overtime, markets don\u2019t always take a break during the festive season.<\/span><\/p>\n<p><span style=\"color: #000000;\">4.\u00a0<strong><span style=\"color: #0000ff;\"><a id=\"PZl09kQq5jvhgibs8LaEx4jODqyNUtXrQ0MkTxO3yJA=_16731e765fd:50021bb:9dda0303_entry_title\" class=\"entryTitle title read\" style=\"color: #0000ff;\" href=\"https:\/\/fiduciaryfactor.com\/sec-will-never-approve-fiduciary-standard\/\" target=\"_blank\" rel=\"noopener\">The\u00a0SEC will never approve a Fiduciary Standard<\/a>\u00a0<\/span><\/strong>\u2013 There has been a lot of discussion in recent months about the Securities and Exchange Commission stepping up to protect investors with a \u201cFiduciary Standard\u201d of care.\u00a0 Following a huge volume of fan-fare, the SEC went silent on the use of the term \u201cfiduciary\u201d to define a standard of care.\u00a0<\/span><\/p>\n<p><span style=\"color: #000000;\">5.<strong><span style=\"color: #0000ff;\"> <a id=\"fhMVC0bi8X4vUfB5UiLvMIXX3aWCeTM6YSijFY+\/BcY=_16736e31caa:5607539:88373a59_entry_title\" class=\"entryTitle title read\" style=\"color: #0000ff;\" href=\"https:\/\/www.fa-mag.com\/news\/what-advisors-are-most-grateful-for-this-thanksgiving-42000.html\" target=\"_blank\" rel=\"noopener\">What\u00a0Advisors Are Most Grateful For This Thanksgiving<\/a><\/span><span style=\"color: #000000;\">\u00a0<\/span><\/strong>\u2013 It\u2019s the day before Thanksgiving and we couldn\u2019t help wondering what our readers are thankful for in 2018\u2014a year highlighted by massive tax reform, a remarkable influx of new clients and an interesting, if turbulent stock market.<\/span><\/p>\n<p><span style=\"color: #000000;\">6.<span style=\"color: #0000ff;\"><strong><span style=\"color: #0000ff;\"> <a id=\"sJhFeNU31bA2KOCJn78B6hvIhP+mEnHh\/d+ku2ehsRc=_16736e722d4:58c75b9:d42b93be_entry_title\" class=\"entryTitle title read\" style=\"color: #0000ff;\" href=\"https:\/\/www.wealthmanagement.com\/industry\/ten-gifts-advisors-should-treat-themselves-black-friday\" target=\"_blank\" rel=\"noopener\">Ten\u00a0Gifts Advisors Should Treat Themselves to This Black Friday<\/a><\/span>\u00a0<\/strong><\/span>\u2013 Treat yourself with one of these gifts that are unique to the profession.<\/span><\/p>\n<p><span style=\"color: #000000;\">7. <span style=\"color: #0000ff;\"><strong><a style=\"color: #0000ff;\" href=\"https:\/\/www.financial-planning.com\/articles\/asset-management-companies-struggle-amid-lackluster-stock-market-performance-rising-costs-fees\" target=\"_blank\" rel=\"noopener\">Voices: Why asset managers are struggling now<\/a> <\/strong><\/span>\u2013 Investment firms have been living on borrowed time. When indexed back to 2007, profits grew by a staggering 20% in North America and Asia last year, and by 18% in Europe, according to a study just published by consultancy firm McKinsey.<\/span><\/p>\n<p><span style=\"color: #000000;\">8. <span style=\"color: #0000ff;\"><strong><a style=\"color: #0000ff;\" href=\"http:\/\/%20fiduciarynews.com\/2018\/11\/rethinking-performance-standards-part-ii-the-solution\/\" target=\"_blank\" rel=\"noopener\">Rethinking Performance Standards (Part II \u2013 The Solution)<\/a><\/strong><\/span>\u00a0\u2013 Last week we described an inherent flaw in the performance reporting format the SEC requires every mutual fund to include in their prospectus and annual report (see \u201cRethinking Performance Standards (Part I \u2013 The Fatal Flaw,\u201d FiduciaryNews.com, November 13, 2018). This reporting format is pervasive. It can be found in nearly any investment savings vehicle. Retirement savers are most vulnerable to this flaw, as 401k plans, through their service providers, likely use this same format.<\/span><\/p>\n<p><span style=\"color: #000000;\">9.\u00a0<span style=\"color: #0000ff;\"><strong><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.rixtrema.com\/blog\/what-the-future-of-multiple-employer-plans-looks-like\/\" target=\"_blank\" rel=\"noopener\">What The Future of Multiple Employer Plans Looks Like<\/a><\/span>\u00a0<\/strong><\/span>\u2013 On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a response of the DOL to the President\u2019s Executive Order signed on August 31, 2018 and aimed at liberalization of the Multiple Employer Plan (MEP) rules.<\/span><\/p>\n<p><span style=\"color: #000000;\">10.\u00a0<strong><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.rixtrema.com\/blog\/how-will-the-2018-midterm-elections-affect-you-as-a-financial-advisor\/\" target=\"_blank\" rel=\"noopener\">How will the 2018 Midterm Elections Affect You as a Financial Advisor?<\/a><\/span>\u00a0<\/strong>\u2013 The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who prognosticates about US elections, is that the 116<sup>th<\/sup> congress will bring a divided government with the Democrats controlling the House of Representatives and the Republicans controlling the Senate.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year\u00a0Medicare Planning Opportunities During The Open Enrollment Period\u00a0\u2013 The final weeks of the year are some of the busiest for financial advisors as they help their clients not only plan for the upcoming year but wrap up their planning for the&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/10-articles-for-the-financial-advisor-thanksgiving-weekend-reading-list\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":2258,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[215],"tags":[],"class_list":["post-2257","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-suggested-reading"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Articles for the Financial Advisor Thanksgiving Weekend Reading List<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/10-articles-for-the-financial-advisor-thanksgiving-weekend-reading-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 Articles for the Financial Advisor Thanksgiving Weekend Reading List\" \/>\n<meta property=\"og:description\" content=\"Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year\u00a0Medicare Planning Opportunities During The Open Enrollment Period\u00a0\u2013 The final weeks of the year are some of the busiest for financial advisors as they help their clients not only plan for the upcoming year but wrap up their planning for the... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/10-articles-for-the-financial-advisor-thanksgiving-weekend-reading-list\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-11-21T17:14:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-11-21T17:29:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/11\/Financial-Advisor-Thanksgiving-Weekend-Reading-List.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"601\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"3 minutes\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/2257","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=2257"}],"version-history":[{"count":3,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/2257\/revisions"}],"predecessor-version":[{"id":2263,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/2257\/revisions\/2263"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/2258"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=2257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=2257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=2257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}