Owning a Home in Retirement Could Be a Big Financial Mistake, Advisor Says
By Jane Wollman RusoffPenelope Tzougros tells ThinkAdvisor how to help a retiring client decide whether to sell their home.
January 31, 2020
Reg BI Creates 'Fake Fiduciaries': Jane Bryant QuinnThe bestselling author tells ThinkAdvisor her thoughts on Reg BI, the Secure Act and why she dislikes FIAs.
January 29, 2020
'Be a Risk Taker,' Says DFA's COOLisa Dallmer describes how her career journey helped her develop an "inclusion" mentality and leadership style.
January 28, 2020
Ex-FBI Hostage Negotiator Offers Tips for Dealing With ClientsChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.
January 24, 2020
How the First Black CFP Built His PracticeLeCount Davis, 82, tells ThinkAdvisor about his mentors, the obstacles he faced, and why he still serves clients.
January 22, 2020
Top Women in WealthTech 2020: Hilda Wong-Doo of Fidelity"Thinking outside the box from all aspects was and continues to be important" for innovation, she said
January 22, 2020
Top Women in WealthTech 2020: Rachel Wilson of Morgan StanleyThere are great opportunities for women today "especially in the cybersecurity and fraud prevention space," she said.
January 22, 2020
Top Women in WealthTech 2020: Teri Shepherd of Carson Group"The easy road is not the path to innovation. Embrace diversity, fresh thinking, new ideas and often conflicting" views, she said.