Perfectionist? Achiever? Investigator? How Clients' Personality Type Informs Their Investment Style
By Jane Wollman RusoffAwareness of nine personal styles through the Enneagram can help advisors better relate to clients, author Benjamin Tan maintains.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 12, 2025
Recruiting Deals Offer More Than Money, But the Money's Really Good, TooThere’s a rush to get the assets of longer-tenured advisors before they get locked up in a sunset package.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.