How an Ex-Cop Turned Advisor Takes Care of First Responders' Finances
By Jane Wollman RusoffBrian McGinnis tells ThinkAdvisor about becoming an advisor after nearly 25 years on the force.
December 19, 2019
Army Veteran Helps Families Fight Financial ChaosRetired Lt. Col. Rorik Larson tells ThinkAdvisor about his time in the Army and how he helps mass affluent families plan for college and retirement.
December 17, 2019
How RBC's Kimmell 'Bulldozed' Through the Glass CeilingFrom switching paths in financial services and to overcoming work/life hurdles, she's helped blaze a trail for others.
December 10, 2019
Why Schwab's Sonders 'Keeps It Simple'Popular investment strategist dishes on her career, Wall Street VIPs and Ken Fisher's recent remarks.
December 05, 2019
How a Blind Advisor Helps Special-Needs ClientsKane Brolin tells ThinkAdvisor about this "very different" form of planning and how he navigates the daily challenges of running a business while blind.
November 14, 2019
2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles ApartLongtime planner Linda Lubitz tells ThinkAdvisor about this unconventional arrangement, plus how she screens out clients who are "pains."
November 08, 2019
Honoring Advisors Who Serve(d): Veterans Day, 2019ThinkAdvisor's yearly compilation highlights the stories of 14 military veterans who also serve in the financial advisory industry.
October 31, 2019
Becoming an RIA, With Help From Wells FargoSarah Berry tells ThinkAdvisor about being one of the first Wells Fargo advisors to join the wirehouse's new RIA channel.