Wealth Think

Every few years we begin to see headlines proclaiming the latest “New Retirement.” I have to admit there have been so many versions over the past 20 years that I sometimes get confused as whether they’re talking about the “new retirement,” the “new, new retirement,” or the “newest, new retirement.”

The financial advisor’s equivalent of the real estate agent’s “location, location, location” mantra is “communication, communication, communication.” Given the events in the Middle East, you have a perfect opportunity to communicate with your clients, deepen your relationship with them and position yourself as a thought leader with the investing public through a timely, well-written update letter.

According to DWS Investments, rising inflation is not a question of "if" it's a matter of "when."

RIAs are embracing the idea of shaping their compliance procedures around what could go wrong.

Client satisfaction and loyalty are poor indicators of a likelihood to refer. Julie Littlechild, President of Advisor Impact, de-mystifies the process for advisors attending the FPA Business Solutions Conference 2011.

"When you practice Sales Intelligence, you’ll win twice the business of those who ‘wing it,'" according to ActiFi's Sam Richter. "You’ll ensure relevancy and impress any client, any prospect, every time."

Private sector job growth continues its upward trajectory

“More banks do not have licensed bankers than have them,” according to recruiter Rick Rummage. “Every bank should have them and license them.”

With JPMorgan rumored to be eyeing a minority stake in Twitter that would value the company at $4.5 billion, it’s time for advisors to start taking it seriously. Not surprisingly, like many other aspects of web-marketing and social media, how an advisor uses Twitter is different from most everyone else.

Even if you outsource stock picking, or buy only mutual funds, somebody somewhere has to select stocks.