Peter Mallouk: The No. 1 Thing to Look for in Investments Now
By Dinah Wisenberg BrinThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 27, 2023
CFPB's Funding System Gets Supreme Court Test at Biden's BehestThe court will consider whether the Consumer Financial Protection Bureau's funding system is constitutional.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 27, 2023
These 'Magic Words' Make You More InfluentialSmall shifts in wording can change the way advisors communicate, Wharton professor Jonah Berger tells ThinkAdvisor.
February 27, 2023
Jerome Powell Is Keanu Reeves in 'Speed,' and Investors Want Off the BusForget "hard or soft landing"; a Bloomberg survey yielded some more colorful economic metaphors.
February 27, 2023
Warren Buffett's 8 Nuggets of Investing Wisdom: 2023Buffett attributes Berkshire Hathaway's 58-year track record largely to "about a dozen truly good decisions."
February 27, 2023
Behavioral Finance and Long-Term Care PlanningHere are seven tips for using science to help clients think about the unthinkable.