How Morgan Stanley Is Changing Its Advisor Business Model
The expected big change to a different business model brings big challenges to advisors, Morgan’s Jim Tracy tells ThinkAdvisor.
The 2 Most Important Questions Advisors Should Ask Clients
William Coppel of First Clearing tells ThinkAdvisor that advisors typically ask clients “a list of 55 questions” but need to boil that down.
Why Merrill Is ‘Very Short-Term’ Hawkish
Christopher Hyzy, CIO of Bank of America Global Wealth & Investment Management, tells ThinkAdvisor how investors should strategize for the current "synchronized global recovery."
Inside the Big-Money Marriage of Simon & Sons, Massey Quick
The principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor Study
Dalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism “silly.”
Bernie Swain: Keys to Great Speeches and How Not to Bore Clients
Swain, a speech-prep expert, who's helped Ronald Reagan and both Bush presidents, offers up key elements to effective speaking before large or small audiences.
Wall Street Critic Says Stop Beating Up Wall Street
Bestselling author WIlliam Cohan talks to ThinkAdvisor about better ways to change Wall Street's bad behavior and why clients are responsible for choosing trustworthy advisors.
Charles Duhigg: 6 Keys to Being a More Productive Advisor
The Pulitzer Prize-winning author talks to ThinkAdvisor about how advisors can harness the science of productivity.
ETF Investing Strategies to Use Now: BlackRock’s Richardson
Heidi Richardson, head of strategy for BlackRock’s U.S. iShares, discusses a handful of her current iShares investing suggestions with ThinkAdvisor.
Ric Edelman: Free Trading Will Crush Commissioned Brokers
Edelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.