Eric Nelson: Save Your Portfolio From Taxes, Low Interest Rates
Nelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
How Advisors Can Stop Losing Clients’ Heirs as Clients
With the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients’ inheritors is an increasingly valuable advisory skill.
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant Quinn
The longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a “new respect” for and one that should give clients pause.
Why Are Advisors Feeling So Blue? A Psychologist to FAs Explains
Not since 2008 have financial advisors felt so dispirited and turned off, says Dr. Alden Cass, a psychologist who specializes in FAs.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
Showtime’s ‘Billions’: Ruthless Fund Manager vs. Star Prosecutor via Andrew Ross Sorkin
Co-creator Andrew Ross Sorkin talks to ThinkAdvisor about the Showtime series, which interweaves finance, politics, corruption — and, from time to time, kinky sex.
‘The Big Short’ Writer Finds Dark Humor in Financial Meltdown
Screenwriter Charles Randolph talks to ThinkAdvisor about the making of the Oscar-nominated dark comedy starring Christian Bale and Brad Pitt.
Celebrities Behaving Badly With Money, and How They Were Rescued
Ted Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how he’s helped them.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
Annuity Wars Highlight Rift Between Factions
Are annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.