Overcoming the Fear of Advisors
Anxieties about working with advisors are common — and can be allayed.
Meb Faber’s Radical Dividend Investing Strategy: Avoid Dividend Stocks
The money manager and popular blogger told ThinkAdvisor how he is questioning one of the most hallowed strategies of investing.
Condom Pizza and Breast Milk Shots: True Stories From a Woman on Wall St.
Seven-year Bear Stearns veteran Maureen Sherry talks to ThinkAdvisor about the harassment she received from male co-workers — so brazen it inspired a fiction book.
Ryan Ellis: Why Your Taxes Keep Going Up ... and Up ...
The "high priest of Republican tax cutting" talks to ThinkAdvisor about bracket creep, tax-efficient investments and the surprises taxpayers are facing this year.
How to Build a Wirehouse Team That Works
Collaborative practices are a prevailing trend at the largest firms; here’s what advisors are learning on the front lines.
Dalbar’s Harvey: DOL Fiduciary Rule’s Cost to Brokers’ Businesses
The Dalbar CEO talks to ThinkAdvisor about how the rule will change brokers’ day-to-day jobs and how those who embrace their fiduciary duties will profit.
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.