How Advisors Can Use ‘Pre-Suasion’ Tactics to Gain Client Trust
Psychologist Robert Cialdini explains how to positively push people to your way of thinking before you even deliver the strength of your message.
Raymond James’ Saut: Trump, Clinton Wretched; Markets Rosy
Jeffrey Saut, Raymond James’ chief investment strategist, says Trump “scares me to death” while Clinton “is a liar.”
Envestnet’s Bergman: Robo-Advisors, Automation Critical for RIAs’ Success
Bergman makes the case that a robo-advisor plus a human advisor equals better client outcomes.
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
The fiduciary standard rule’s overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
David Grau Sr.’s Top 20 Tips for Buying, Selling a Practice
David Grau Sr., co-founder of FP Transitions, tells ThinkAdvisor how advisors can sell for maximum value or buy on the best terms.
After Olympics, Advisors Help Athletes Build Their Second Acts
ThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St.
"Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."
How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime’
In a wide-ranging interview, Greg Valliere, chief global strategist at Horizon Investments, doesn't mince words about either presidential candidate.
A Hideaway Where Billionaires Come to Play (and Save on Taxes)
Incline Village, Nevada: Come for fun in the sun; stay for the tax advantages. Larry Ellison and Michael Milken are among this five-square-mile town's inhabitants.
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop It
Coach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.