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Top 5 Retirement Issues; Getting Better Decisions Out of Clients: March Investment Advisor—Slideshow

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For our retirement issue, Investment Advisor talked to some of the biggest names in the retirement industry to get their take on the biggest issues in retirement planning. Politics, the economy, evolving planning strategies: Modern retirement is fraught with challenges to both the retiree and the advisor. The experts weigh in on these challenges and more.

We also present the second article in Olivia Mellan and Sherry Christie’s series on brain behavior. Throughout March, we’ll offer more articles and special reports that share insights to help you understand the science behind why your clients do what they do, and techniques to help them make better decisions for themselves.

Top 5 Retirement IssuesTop 5 Retirement Issues

When retirements were buoyed by employer-sponsored pensions and a robust Social Security, the most difficult challenge earlier generations of retirees had to face was how to fill their hours when they got tired of playing golf. Modern retirement is more precarious. As the responsibility for paying for retirement shifts off employers’ shoulders and on to employees’—and to some degree, advisors’—myriad challenges emerge.

To help advisors bring clarity to their clients’ retirement plans, Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

Read the full article.

Second Thoughts: Making Better DecisionsSecond Thoughts: Making Better Decisions

Last month, Olivia Mellan and Sherry Christie explored the curious structure of the human brain, whose “two minds” can turn decision-making into a dilemma. If a client’s rational mind and emotional mind are divided about a decision, how can an advisor help? After all, whether you’re legally a fiduciary or not, your job is to guide clients toward making the right decisions on everything from college to retirement to estate planning.

In this second part of our series—and in a wealth of articles and other resources on—they offer 13 rules to de-stress decision-making (DDM). These rules use the latest findings from neuroscience to identify ways you can work with clients and run your business more effectively.

Read the full article.

Continuity and Change: TD AmeritradeContinuity and Change: TD Ameritrade’s New Leadership

Tom Nally had a tough act to follow at TD Ameritrade Institutional, but a year after Nally assumed the presidency of TDAI, he is exhibiting leadership that both embraces continuity at the custodian while placing his own stamp on the organization. That leadership is perhaps most clearly seen in the team approach to fulfilling TDAI’s strategy of growing assets by serving advisors, with support from the top in the enhanced presence at TDAI events of TD Ameritrade’s President and CEO Fred Tomczyk, and the emergence of Skip Schweiss and the recently hired Jim Dario as key members of Nally’s team.

In a series of in-person and telephone interviews with Group Editor-in-Chief James J. Green, Nally, Schweiss and Dario demonstrate the continuity and new purpose of the company.

Read the full article.


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