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.

• Why Cost Disclosure Might Actually Work for Clients and Advisors

  By Bob Clark, AdvisorOne  |  November 20, 2012

  Knut Rostad may well have hit upon one of the few instances when full disclosure could prove to be a tremendous benefit to clients.

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  High-Ticket Item: Is the CFP Board's Awareness Campaign Working?

  By Bob Clark, AdvisorOne  |  November 20, 2012

  Will the CFP Board’s $40 million public awareness campaign really drive investors to financial planners? The data so far seems encouraging.

• Should Advisors Have to Disclose All Pressures to Maximize Revenues?

  By Bob Clark, AdvisorOne  |  November 13, 2012

  The fiduciary and broker bonus debate revisited, with the help of Ron Rhoades. Should RIAs have to disclose their salaries and bonuses?

• Clear as Mud: The CFP Board’s Blackbox Oversight Process on Ethics

  By Bob Clark, AdvisorOne  |  November 7, 2012

  In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?

• The Bonus Debate

  By Bob Clark, AdvisorOne  |  October 31, 2012

  Much as I believe that investors everywhere would benefit from a level playing field between RIAs and brokers, the disclosure of recruiting bonuses would be over the top.

• CFP Board Did the Right Thing on Planners’ Bankruptcies

  By Bob Clark, AdvisorOne  |  October 24, 2012

  A CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.

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  Adding Value: Getting the Best Out of Value Investing

  By Bob Clark, AdvisorOne  |  October 23, 2012

  This is a story about value investing and risk: specifically, the risk inherent in value investing and how to manage it.

• What Consumers Want: NAPFA’s Infographic Is Good, But…

  By Bob Clark, AdvisorOne  |  October 17, 2012

  ...it fails to address the question that should be top of mind for the entire financial planning community: Why don’t more people go to financial planners?

• Is the CFP Board’s Umbrella Big Enough for an Advisory Profession?

  By Bob Clark, AdvisorOne  |  October 10, 2012

  What does the CFP Board really want to be when it grows up? An organization for professional financial advisors or a certifying body for securities salespeople?

• Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years

  By Bob Clark, AdvisorOne  |  October 2, 2012

  Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.