How to Resist Market Timing (Even When You’re Scared)
Behavioral finance professor Terrance Odean tells ThinkAdvisor how investors can shield themselves from panic selling and how to help clients with cognitive decline.
FINRA Plays ‘Gotcha’ With Brokers, Short-Changes Investors: Hester Peirce
The former nominee for SEC commissioner tells ThinkAdvisor why the SEC is a better regulator than FINRA and what's wrong with Dodd-Frank.
Wall Street Millennials Are a Strung-out, Rattled Mess: Jonathan Alpert
In their quest to de-stress, for instance, male millennials are compulsively paying for sex at local massage parlors, says therapist to financial professionals.
Them’s the Tax Breaks: These Expiring Write-Offs May Not Return
The question of extending a wide array of temporary tax breaks is knottier than usual, warns tax law expert Barbara Weltman.
Ron Rhoades: DOL Fiduciary Rule Is as Good as Dead (for Now)
The fiduciary law expert, popular speaker and former Disney performer talked to ThinkAdvisor about the rule’s future and what it would take to revive it.
How Investment-Only Annuities Can Help Clients Save on Taxes
President Laurence Greenberg of Jefferson National talks to ThinkAdvisor about the commission-free investment-only variable annuities his firm pioneered.
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
It’s critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
Charley Ellis: Ease Your Market Anxiety With Index Investing
The indexing pioneer tells ThinkAdvisor how indexing can help advisors, why active managers have underperformed and what it was like meeting with Ben Graham.
Harold Evensky: How Trump Could Weaken the Fiduciary Standard
The “Dean of Financial Planning” tells ThinkAdvisor what he thinks of the president's approach to financial regulation.
Bob Rodriguez: Trump Might Be Acting; Huge Financial Crisis Still Looming
The legendary money manager, recently retired, is as candid as ever in an interview with ThinkAdvisor.