Should Clients Sell Stocks to Fund Their Dreams?
By Jane Wollman RusoffAdvisor Paul Pradel tells ThinkAdvisor how he counsels his wealthy clients who are rethinking their financial priorities — and their biggest stock holdings.
November 10, 2020
Doctor-Turned-Advisor Finds New Ways to Help ClientsCordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain.
November 09, 2020
Merrill's Andy Sieg: Diversity Is a 'Commercial Imperative'The Merrill Lynch Wealth Management head tells ThinkAdvisor about the progress Merrill has made in recent years and why it isn't enough.
October 22, 2020
How Josh Brown and Other Financial Pros Invest Their Own MoneyEven professionals like Brian Portnoy and Bob Seawright don't always make investment decisions based on logic, the Ritholtz Wealth CEO tells ThinkAdvisor.
October 19, 2020
Why Creative Planning Isn't Slowing Down on RIA Deals Anytime Soon"We really need to move — and move quicker," CEO Peter Mallouk tells ThinkAdvisor.
October 14, 2020
World Poker Champ: Why Gut Feelings, Pro-Con Lists Are Lousy Decision-Making ToolsAnnie Duke, now a bestselling author, tells ThinkAdvisor how advisors can make better decisions using the "power of negative thinking."
October 12, 2020
On TikTok, a Psychologist Teaches Gen Z How to Build WealthDr. Brad Klontz tells ThinkAdvisor about his popular outreach efforts and how he got people to save 73% more after a 90-minute intervention.
October 12, 2020
Top Raymond James Advisor: Taxes on the Wealthy Are MisunderstoodRandy Carver, a longtime fixture in Barron's rankings, comments on the Trump tax exposé and says Biden's tax plan will hurt the economy.