From Financial Planning
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Summary: Our earlier summer reading list was such a hit, a sequel was a must. Here are more suggestions from wealth management executives and industry experts that advisers should not miss. These books will help planners buttress their practices and client strategies, while satisfying their literary appetite.
From Financial Advisor IQ
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Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
From IRIS
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Summary: What’s behind this gender imbalance in professions geared toward giving people financial advice? A study conducted on behalf of the CFP Board Women’s Initiative Advisory Panel aimed to find out.
From Nerd's Eye View
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From WealthManagement.com
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Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
