Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
Showtime’s ‘Billions’: Ruthless Fund Manager vs. Star Prosecutor via Andrew Ross Sorkin
Co-creator Andrew Ross Sorkin talks to ThinkAdvisor about the Showtime series, which interweaves finance, politics, corruption — and, from time to time, kinky sex.
‘The Big Short’ Writer Finds Dark Humor in Financial Meltdown
Screenwriter Charles Randolph talks to ThinkAdvisor about the making of the Oscar-nominated dark comedy starring Christian Bale and Brad Pitt.
Celebrities Behaving Badly With Money, and How They Were Rescued
Ted Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how he’s helped them.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
Annuity Wars Highlight Rift Between Factions
Are annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
2015 Advisor Hall of Fame
Meet our four newest Hall of Fame entrants. This eagerly anticipated annual feature has become a benchmark of excellence in our industry.
Ex-Morgan Advisor, in Unusual Move, Takes FINRA Arb Case to Federal Court
Few advisors appeal a FINRA promissory-note ruling because the odds of winning are slim; however, Laurie Facsina’s case is different from most.
Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke
In a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
The Rise of the Parent-Child Advisory Practice
Family practices offer powerful benefits for advisors and clients — when the dynamics are handled right.