Olivia Mellan

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  Your Client’s Brain: How to Keep Your Brain Healthy

  By Olivia Mellan  |  March 12, 2013

  The lessons of the Healthy Mind Platter can guide you and our clients to a healthier work-life balance.

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  Your Client’s Brain: What Makes Us So Vulnerable to Stress?

  By Olivia Mellan  |  March 6, 2013

  Neuropsychologist Rick Hanson explains why stress is so, um, stressful.

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  Your Client’s Brain: The Incredibly Changeable Brain

  By Olivia Mellan  |  March 4, 2013

  Dr. Daniel Siegel’s research rebuffs the notion that our brains are hard-wired from birth.

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  Broken Trusts: The Man Who Married His Wife Six Times

  By Joyce Hanson, AdvisorOne  |  February 25, 2013

  Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.

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

  By Editorial Staff  |  February 22, 2013

  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.

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  What to Do When Clients Think Twice; Making Small Caps Work for You: February Investment Advisor—Slideshow

  By Editorial Staff  |  January 21, 2013

  What’s happening in your clients’ minds when they can’t commit to a plan that you both know they need?

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  The End of History?

  By James J. Green, AdvisorOne  |  January 21, 2013

  Here’s a recent piece of research that has direct application to how you work with clients.

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  How to Tame Overly Spirited Holiday Spending

  By Joyce Hanson, AdvisorOne  |  December 5, 2012

  Expressing holiday spirit by spending too much money can be a problem, even for the wealthy. So it would be wise for advisors to help clients rein in spending by understanding the psychology behind it.

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.