Weekend Studying For Monetary Planners (August 2–3)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the North American Securities Directors Affiliation (NASAA) has proposed an up to date Mannequin Rule that will permit state-registered advisors to make use of testimonials of their advertising and marketing supplies, 4 years after the SEC issued its Advertising Rule permitting testimonials for SEC-registered advisors – which might, if finalized and adopted into states’ securities rules, lastly resolve the discrepancy between the testimonial guidelines for advisors registered with the SEC (and states that selected to adapt to the SEC rule) and people registered in states that proceed to ban testimonials in advertising and marketing.

Additionally in business information this week:

From there, we have now a number of articles on tax planning underneath the One Large Stunning Invoice Act (OBBBA):

We even have a lot of articles on advisor know-how:

We wrap up with three last articles, all about cash, class, and psychology:

Benefit from the ‘mild’ studying!

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