How Financial Therapy Can Help Clients Make Better Decisions
Rick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save country star Wynonna Judd from the brink of bankruptcy.
How Wealthy Parents Can Raise ‘Wealthy and Wise’ Children
There are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
Need to Know Your Clients Better? Try Playing a Game
UC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients’ true risk tolerance.
4 Warning Signs Investors Shouldn’t Ignore
Award-winning reporter Diana Henriques tells ThinkAdvisor about the big warning investors missed before Black Monday — and why conditions are ripe for another major panic.
Despite Goldwater Rule, Psychiatrists See Analyzing Trump as Their ‘Duty’
Dr. Lance Dodes, a co-author of the controversial bestseller "The Dangerous Case of Donald Trump," explains Trump’s public actions in an interview with ThinkAdvisor.
Record Year for Home Runs Could Be a Dark Omen for the Economy
Baseball performance and stock prices are both driven by the same social forces, and those high numbers should be raising alarms, Alan Hall tells ThinkAdvisor.
Get Clients to Break Their ‘Money Silence’ or Lose Them
Kathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy — and stop the next generation from firing them.
‘Stan the Annuity Man’ Is Livid About Fixed Indexed Annuities
Stan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the “biggest joke of all time.”
Krawcheck’s Ellevest Expands Into Financial Planning (and They’re Hiring)
CEO Sallie Krawcheck tells ThinkAdvisor about Ellevest’s expansion plans, what it offers women that other robos don't and why it doesn't ask about risk tolerance.
Jordan Belfort, the ‘Wolf of Wall Street,’ Offers (Ethical) Sales Tips for Advisors
Belfort tells ThinkAdvisor about his Straight Line sales system and how his drug-addled past was actually worse than in the movie.