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Weekend Reading For Financial Planners (March 23-24)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

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Weekend Reading For Financial Planners (May 6-7)

Nerd's Eye View

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

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How Amazon Become Ordinary

The Big Picture

I searched for the exact product number “CR2450 Lithium” and bought the first result, a Duracell. Between college and grad school, I worked in a retail electronics store. How much time do you wanna spend arguing with an underpaid overseas phone rep over the repair of a disposable $50 piece of electronics?

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10 Thursday AM Reads

The Big Picture

Electronics prices are defying inflation. ’ The numbers tell a different story : Despite a stream of headlines last year about unionization drives throughout the nation, the share of American workers in unions fell to its lowest level on record. Bloomberg ) • ‘Don’t buy eggs. It’s a great time to buy a TV, phone or laptop.

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Saturday links: hospitality and sophistication

Abnormal Returns

newyorker.com) On the dangers of off-brand electronics. apnews.com) Travel There is a growing number of hotel brands. slate.com) Chronic fatigue A better estimate of the number of people with chronic fatigue syndrome in the U.S. (eenews.net) Energy Higher interest rates are going to make the energy transition more expensive.

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Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season

Nerd's Eye View

In other words, by clearing space during tax season to focus full-time on tax preparation, it was possible for Ben to contain tax prep work to a reasonable number of hours. Furthermore, similarly structuring the client service calendar for the remainder of the year to focus on specific topics at set times (e.g.,

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10 Weekend Reads

The Big Picture

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The End of Spam: Robocalls and texts… your days are numbered : The industry blasting your phone with spam calls and texts is about to implode. The weekend is here! Now the industry stands to gain if he wins the White House.