Moeller on Medicare: Advisors, Beware of Land Mines on Timing, Coverage
Philip Moeller, who has covered Medicare for decades, says the program is monstrously complicated so advisors need to help their aging client base.
Psychologist Offers Advice for Clinton, Trump to Improve Debate Performance
Before Wednesday’s debate, Dr. Alden Cass, a clinical psychologist who assists financial advisors, addresses the candidates’ behavioral weaknesses.
Sizing Up Where Clinton & Trump Invest Their Money
Looking at the candidates’ personal portfolios based on financial disclosures filed with the Federal Election Commission.
Jeremy Siegel on Biggest Threats to Market, Impact of Election
The “Wizard of Wharton” discusses what a Trump or Clinton victory means and how 2016 earnings will set the table for 2017.
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.