“To see what is in front of one’s nose needs a constant struggle.” —George Orwell
Brave New (Client) World
While many advisors are growing their businesses today, they risk missing out on tomorrow’s growth by neglecting audiences beyond the traditional affluent white male client.
The Elderly Client: 4 Tips to Deal With Cognitive Decline
Despite the vivid reminders of what happens as we age — from forgetting to pay a bill to coping with a diagnosis of Alzheimer’s disease — the majority of Americans avoid talking to their children and families about planning for the inevitable.
Olivia Mellan: The 2013 IA 25 Extended Profile
“We live,” Olivia Mellan told us, “in an adolescent society” marked by a short-term orientation.
Moving Toward Harmony
Probing the mind of Olivia Mellan, a pioneer on the psychology of money, and how advisors can use her insights with clients.
The 2013 IA 25 Slideshow: Thought Leaders
Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.
The 2013 IA 25 Special Report
With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
When Older Clients Falter: Mary Malgoire on Advisors’ Role
Advisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.
Undereducated and Underserved—Still
As a therapist, coach and author, I’ve been involved for decades in an effort to educate and empower more women about their financial choices.