A Retirement Recipe for Advisors Who Don't 'Cook'
By Jane Wollman RusoffPopular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 02, 2023
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor SaysDivorcing HNW women who weren't breadwinners can have complex planning needs, Michelle Smith tells ThinkAdvisor.
March 02, 2023
Advisor Speaks Out on Industry's Treatment of WomenFor one thing, finance has the biggest gender pay gap of any industry, Bridget Venus Grimes tells ThinkAdvisor.
February 28, 2023
Estate Planning Wisdom, Passed Down for 300 YearsAdvisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can.
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 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 22, 2023
How Secure 2.0 Will Come Alive: Insights From a Treasury VeteranJ. Mark Iwry offers a peek into the Treasury Department's rulemaking machinery.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.