The Coming Data Tsunami
Thomas Frey, executive director and senior futurist at The DaVinci Institute, described an apocalyptic view of the future where clients were overloaded with information.
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.
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.
Your Client’s Brain: Improving Financial Decisions With ‘Brain Extenders’
Paul Greenberg uses technology to supplement the memory abilities of older clients, leading to better decision-making.
Your Client’s Brain: Coping as Your Clients Age
As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.
Your Client’s Brain: How to De-Stress
Linda Graham's techniques couple a traditional approach with knowledge of how the brain works, allowing you to use your heart to calm your brain.
Your Client’s Brain: Can’t Make a Decision? Flip a Coin (Really!)
The work of Dan Ariely and Linda Graham suggests one simple yet effective way to help clients make a decision.
Your Client’s Brain: ARIA—How to Quiet the Brain to Inspire Insight
David Rock offers techniques to foster insight using our understanding of brain functions.
Your Client’s Brain: How to Keep Your Brain Healthy
The lessons of the Healthy Mind Platter can guide you and our clients to a healthier work-life balance.