COVID-19 Is What We Track Now: Sproutt's Assaf Henkin
By Allison BellThe president of a digital disruptor says advisors had better be ready to embrace change.
February 10, 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client PlansEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 07, 2022
Medicare Advantage Continues to Sizzle: All Web Leads' Bill DanielA lead generator looks at what's making the shoppers click.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
January 24, 2022
Get Ready for 'Sticky' Inflation, a Top Investing Consultant WarnsMaria Fiorini Ramirez gives ThinkAdvisor her economic forecast for the year and discusses why she thinks stocks will rise 15%.