Richest in US Have a Few Tricks to Avoid Democrats' Tax Plans
By Ben Steverman | Sophie AlexanderAs any HNW-focused advisor knows, when it comes to reducing taxes, high earners have plenty of (legal) options.
January 07, 2019
Ex-SEC IM Director: Help Your Clients Avoid a Personal Financial CrisisAdvisors should help clients "get in shape" and reduce debt, former SEC investment management Director Norm Champ tells ThinkAdvisor.
January 03, 2019
TV Ads in Financial Services: What Works, What Doesn'tFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.
December 21, 2018
Commodities: A Bright Spot on 2019 Investment Horizon?As trade wars and slowing growth take a toll on traditional investments, commodities may be investors' best friend.
December 21, 2018
Why Advisors Should Consider Sustainable Investing in 2019Among the many reasons: climate change, risk reduction and the generational wealth transfer.
December 21, 2018
4 Important ETF Trends for 2019The new year could bring a more level playing field to the ETF industry thanks to the SEC's likely ETF Rule and active non-transparent ETFs.
December 20, 2018
Slower Growth but No Recession: 2019 Economic OutlookGiven this backdrop and expectations for just two rate hikes, bond investors are advised to stick with high-quality issues.
December 20, 2018
The Year in Philanthropy: 2018 Research RoundupFoundations surged as donor-advised funds kept on breaking records.