Who’s Got Financial Resolutions? Investors Shrug as Market Surges: Fidelity
A Fidelity study detects a sense of inertia setting in as the bull market continues.
Top 10 Ridiculous Luxury Gifts: 2017
ThinkAdvisor had fun trying to figure out what Santa might bring to those who have so many chimneys that Santa may get confused and give up.
12 Cool, Affordable Gifts for Financial Advisors
Looking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.
How America’s Top Wealth Manager Delivers the ‘Ultimate Client Experience’
Jeff Erdmann, named America’s No. 1 wealth advisor by Forbes, and his 33-year-old partner, Tony Carpentieri, tell ThinkAdvisor how they keep their ultra-wealthy clients loyal.
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.
Americans Are So Over the Financial Crisis ... Or Are They?
Many Americans say the Great Recession had no impact on their lives, but their behavior tells a different story, according to Hartford Funds data.
Debt and Its Hidden Costs
Nearly 3 in 4 Americans are in debt, and its effects can spill into all aspects of their lives, AICPA reports.
Why More Advisors Are Offering Financial Planning Services
A new report from Cerulli explains the growing popularity of planning services among advisors, especially younger ones.
Decode Your Clients: Behavioral Risk Segmentation
Truly understanding each client’s needs is the best way to earn referrals by turning clients into raving fans.
7 Tips for Repaying Student Loans
Now is the time when recent college graduates must begin repaying their student loans, so they should be aware of the do's and don'ts.