David Grau Sr.’s Top 20 Tips for Buying, Selling a Practice
David Grau Sr., co-founder of FP Transitions, tells ThinkAdvisor how advisors can sell for maximum value or buy on the best terms.
After Olympics, Advisors Help Athletes Build Their Second Acts
ThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St.
"Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."
How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime’
In a wide-ranging interview, Greg Valliere, chief global strategist at Horizon Investments, doesn't mince words about either presidential candidate.
A Hideaway Where Billionaires Come to Play (and Save on Taxes)
Incline Village, Nevada: Come for fun in the sun; stay for the tax advantages. Larry Ellison and Michael Milken are among this five-square-mile town's inhabitants.
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop It
Coach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
GMO’s Inker Weighs In on Trump, Bonds, Brexit
GMO portfolio manager Ben Inker talks to ThinkAdvisor about the unusual market risk of a Trump presidency, Brexit and a stock bubble on the horizon.
How the First ‘Star Trek’ Got Off the Ground
As the 13th "Star Trek" film opens, Herbert Solow, producer of the original TV series, tells ThinkAdvisor how he overcame financial obstacles and execs' objections.
Sallie Krawcheck’s Robo for Women Goes Beyond ‘Pink It and Shrink It’
Longer lives, differing salary curves and a distaste for jargon are among the investing issues the Ellevest platform is designed to address, Krawcheck tells ThinkAdvisor.
Top Negotiator Offers Tips for Dealing With Clients
Success as an advisor is largely a matter of learning to negotiate, “Working with Difficult People” author Raphael Lapin tells ThinkAdvisor.