A Hidden IRA Benefit Most Advisors Miss
Advising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
How Two Friendly Rivals Formed HighTower St. Louis
Can two competing FAs merge practices without cramping each other’s style? Barbara Archer and Carol Rogers of HighTower St. Louis talk with ThinkAdvisor.
Oil Will Hit $70 Peak This Year: Raymond James Analyst
Longtime Raymond James energy analyst Pavel Molchanov talks to ThinkAdvisor about his top oil stock picks and whether President Trump can save the coal industry.
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.