How Financial Therapy Can Help Clients Make Better Decisions
Rick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save country star Wynonna Judd from the brink of bankruptcy.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
Helping Millennials Embrace Investment Risk
Millennials are more timid than older generations when it comes to investing their money.
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s Clark
Most indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
The Advisor-Client Relationship: Infinite Problems, Infinite Possibilities
Here are four common scenarios advisors encounter with clients and how to react.
Where the Ultra-Wealthy Invested in Q3: Tiger 21
Members of the exclusive investing club generally consider index funds and ETFs a better alternative to hedge funds.
How to Help Clients Manage Their Most Precious Assets
They are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
SEC’s Top 3 Enforcement Priorities
Stephanie Avakian, co-director of enforcement, said the agency is trying to be “more strategic,” expanding the use of digital analytics in investigations.
Lessons for Advisors From a Bus Tour
The American Century/Investopedia tour, covering six cities in five states, found that advisors should focus more on financial planning than portfolio management to attract clients.
Who Wins, Who Loses in House Tax Cut Bill: Report
Analysis from the Tax Policy Center shows that the top 1% of income earners are the biggest winners but most Americans will pay less.