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Investing

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

July 12, 2012 by JP Nicols

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These clients (and many of their advisors) are really not sure about this whole “interweb” […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advisor 3.0, Financial services, Investing, Private bank, Wall Street Crash of 1929, wealth management, wealth management 3.0

Why Bankers Need to Think Like Private Fixed Income Investors

February 15, 2012 by JP Nicols

Banks are in the business of taking and managing risks. Get that wrong and you go out of business, and there are many recent examples. I have sometimes worked with advisors who view loans as just another product to sell. This type of advisor also tends to view anyone in the credit underwriting and approval […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: Bank, Business, financial advisor, Financial services, Fixed income, Investing, Risk

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