Investment Advisor-December 2013

Issue Gallery ›

  • 2013 Year-End Technology Action Steps

    Dan Skiles

    The start of 2014 is just weeks away. Ill spare you the comments regarding how fast the year has gone by (and it has), but there are some technology action steps that you should address before we ring in the new year.

  • Don’t Fear Social Media, Advisors Say

    Melanie Waddell

    The fear over social media use has been ridiculously overblown, advisor, blogger and Twitterphile Michael Kitces told advisors at Schwabs IMPACT conference, held in mid-November in Washington.

  • Aging and Decision Making

    Olivia Mellan, Sherry Christie

    While exploring issues connected with todays abundance of choices, we wondered whether there are generational differences in how easily we deal with a great number of options. As the brain ages, does our competence to choose from multiple alternatives diminish?

  • Trōv: How Does It Work?

    Danielle Andrus

    There are several ways for consumers to enter information into their personal trove, says Scott Walchek, founder and CEO of Trv.

  • The Coming Data Tsunami

    Olivia Mellan, Sherry Christie

    Thomas Frey, executive director and senior futurist at The DaVinci Institute, described an apocalyptic view of the future where clients were overloaded with information.

  • Volatility and Clients

    James J. Green

    The stock market has had a nice bull market for the last 18 months, but the world’s markets remain fragile: a terror incident, a faltering Chinese…

  • 10 Tips to Help Make Decisions Easier

    Olivia Mellan, Sherry Christie

    It’s hard for people to decide among more than seven choices.Space out important decisions that you want clients to consider carefully. Having to…

  • Treasure Trōv

    Danielle Andrus

    Scott Walchek, CEO and founder of San Ramon, Calif.-based Trv, has been around the technology block.

  • Too Many Choices: How to Help Clients Decide

    Olivia Mellan, Sherry Christie

    Feeling overwhelmed by all the decisions you face daily? So are your clients. Dan Ariely, Sheena Iyengar and Thomas Frey suggest ways to help them.

  • Thinning Out the Choices

    Olivia Mellan, Sherry Christie

    In an interview, Dr. Sheena Iyengar suggested a way to pare down a number of choices with a process she calls the Four Cs

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