Alan Moore: What Do Younger Advisors and Clients Want? Each Other
The XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.
Biggest Crash Ever Is (Probably) Coming by 2020: Harry Dent
The “Contrarian's Contrarian” tells ThinkAdvisor why “Economic Winter” is coming and discusses the sectors where investors can survive.
Ron Rhoades Sees Grim Fiduciary Rule Future
Rhoades, a fiduciary rule proponent, doubts the full rule will go into effect during the Trump administration.
If Wynonna Judd Needed Financial Therapy, Maybe Your Clients Do Too
Rick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save the country star 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.