How 2 CFPs Teamed Up to Serve Younger Clients
By Ginger SzalaLazetta Rainey Braxton and Rianka Dorsainvil talk to ThinkAdvisor about forming an online advisory firm for Gen Xers and millennials.
February 05, 2020
An Advisor Merged Her RIA. She Wasn't Happy.Sandra Nesbit, now a consultant, talks to ThinkAdvisor about the mistakes she made and how advisors can avoid them.
February 03, 2020
Are You Ready for Your Clients to Live to 100?It will happen sooner than you think, creating new financial and retirement needs, Peter Diamandis tells ThinkAdvisor.
January 31, 2020
Reg BI Creates 'Fake Fiduciaries': Jane Bryant QuinnThe bestselling author tells ThinkAdvisor her thoughts on Reg BI, the Secure Act and why she dislikes FIAs.
January 29, 2020
'Be a Risk Taker,' Says DFA's COOLisa Dallmer describes how her career journey helped her develop an "inclusion" mentality and leadership style.
January 28, 2020
Ex-FBI Hostage Negotiator Offers Tips for Dealing With ClientsChris Voss tells ThinkAdvisor how to disarm an upset client and how to reveal hidden information when negotiating.
January 24, 2020
How the First Black CFP Built His PracticeLeCount Davis, 82, tells ThinkAdvisor about his mentors, the obstacles he faced, and why he still serves clients.
January 22, 2020
Top Women in WealthTech 2020: Hilda Wong-Doo of Fidelity"Thinking outside the box from all aspects was and continues to be important" for innovation, she said