Why Advisors Must 'Tailor' Client Talks on Annuities, Longevity in the Pandemic: Milevsky
By Jane Wollman Rusoff"Annuities are insurance against longevity, and that is an uncertainty that's greater now," says the retirement income expert.
November 23, 2020
How Advisor Shifts Gears Between Car Racing and Wealth ManagementUBS advisor Chris Aitken says, to his surprise, clients are asking: "When can I come to a race and watch you?"
November 21, 2020
Ed Slott on RMDs, Backdoor Roths and the Death of the Stretch IRAThe IRA and tax expert talks to ThinkAdvisor about how changing tax rules have shaken up retirement planning in the past few years.
November 17, 2020
Should Clients Sell Stocks to Fund Their Dreams?Advisor Paul Pradel tells ThinkAdvisor how he counsels his wealthy clients who are rethinking their financial priorities — and their biggest stock holdings.
November 17, 2020
How Biden Could Help Save RetirementRetirement scholar Teresa Ghilarducci tells ThinkAdvisor how the new president and Congress can heal the damage to the retirement system caused by the pandemic.
November 10, 2020
Jeremy Siegel: Christmas Is Coming Early for the Stock MarketThe Wharton professor tells ThinkAdvisor his predictions for the new political landscape and when he thinks COVID will be gone.
November 10, 2020
Doctor-Turned-Advisor Finds New Ways to Help ClientsCordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain.
November 09, 2020
Merrill's Andy Sieg: Diversity Is a 'Commercial Imperative'The Merrill Lynch Wealth Management head tells ThinkAdvisor about the progress Merrill has made in recent years and why it isn't enough.