Wealth Think

Whose needs come first?

Most people don’t think about it, but there is a liquidity premium on publicly traded securities just as there is a risk premium, yet most only think about it in the case of extremely illiquid assets such as private equity.

When it comes to web marketing, independent advisors are different from everyone else. Which means there is a good chance you have been getting bad advice. Bad advice about using the web to grow your practice.

There's a lot of passion among advisors who, I think, suspect that there will eventually be standards that don't include them.

Planning for retirement isn’t just about hitting the “magic number.”

Pretirement described was supposed to be for those who were somewhere “between the rat race and the rocking chair," but over the last few years, the concept - if not the name itself - has begun to take hold among a much broader – and younger - group.

In this environment, it is all about specialization and outsourcing. A good retirement plan recordkeeper can allow financial institutions to focus on key customer differentiators

About 21.5% of all financial planning firms offer telecommuting as a benefit to employees, according to the 2010-11 Financial Planning Salary Survey from the FPA.

In investing as in love, jumping from partner to partner will eventually lead to misery, more risk and lower returns.

What’s a wirehouse advisor to do in this uncomfortable situation? And there’s more on the fiduciary standard.