Bob Clark, AdvisorOne

About the Author

Bob Clark, AdvisorOne

Bob Clark is a former editor of Investment Advisor and Financial Planning magazines, and the long-time editor-at-large for Investment Advisor. 

He is also the author of the Clark at Large column in Investment Advisor and his blog by the same name at AdvisorOne.com.

• The Price of Everything: What’s the Value of Sound Advice?

  By Bob Clark, AdvisorOne  |  May 20, 2013

  The SEC Regulatory Accountability Act is yet another attempt by the securities industry to shift attention away from the consumer protections of requiring brokers to put the interests of their clients ahead of their own, by focusing solely on the “costs” of doing so.

• Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?

• Is Schwab’s Arbitration Win Really a Loss?

  By Bob Clark, AdvisorOne  |  May 8, 2013

  There's much backlash in Washington over Schwab's successful rebuttal of a FINRA challenge to its expanded mandatory arbitration clause.

• My Conversation With Harry Markowitz: MPT and Behavioral Economics

  By Bob Clark, AdvisorOne  |  May 2, 2013

  The father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.

• 

  Publish and Perish?

  By Bob Clark  |  April 29, 2013

  Do we really need another book about financial planning?

• The CFPB Warning on Senior Designations: Off the Mark

  By Bob Clark, AdvisorOne  |  April 23, 2013

  Is cracking the whip on deceptive seminars for seniors really the most important issue a Consumer Financial Protection Bureau should be pursuing?

• When Disclosures Do More Harm Than Good to the Client

  By Bob Clark, AdvisorOne  |  April 17, 2013

  Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.

• Low Investor Confidence: An Opportunity for Independent Advisors

  By Bob Clark, AdvisorOne  |  April 10, 2013

  As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.

• Why I Think Ric Edelman Is Ahead of the Curve, Again

  By Bob Clark, AdvisorOne  |  April 3, 2013

  Technology will change advice giving in the very near future, especially among younger people. Ric’s ready. Are you?

• 

  The Fox and the Hedgehog

  By Bob Clark, AdvisorOne  |  April 1, 2013

  I’m a big fan of books that help us cut through the noise of our current information overload to better understand how we got where we are and how to do better in the future.