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.
John Buckingham’s Top Stock Picks for Early 2017
The ace stock-picker tells ThinkAdvisor which stocks he favors now that President Trump is in office.
Deborah Fox: New Credit Crisis Is Brewing
The Fox Financial Planning founder tells ThinkAdvisor why she’s on high alert for another crisis and where the advisors she coaches need the most help.
Mercer Bullard: Think DOL’s Fiduciary Rule Is Too Strict? Blame SEC
The investor watchdog talks to ThinkAdvisor about why SEC Chair White has failed investors and why Social Security shouldn't be confused with annuities.
Joel Bruckenstein: DOL Rule Is Coming; Time for a Tech Update
The advisor tech guru talks to ThinkAdvisor about what the DOL rule means for advisors, technologically speaking.
What the Future of Social Security Looks Like: Bill Reichenstein
Reichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
Anthony Iannarino: How to Win Clients and Influence Prospects
Sales guru Anthony Iannarino talks to ThinkAdvisor about how advisors can be effective salespeople. (For one thing, pick up the phone.)