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 Curious Case of Alan Goldfarb, and Why All Advisors Should Care

  By Bob Clark, AdvisorOne  |  June 12, 2013

  An interview with former CFP Board Chairman Goldfarb raises questions about the nuances of compensation and who polices the fee-only advisor.

• Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard

  By Bob Clark, AdvisorOne  |  June 6, 2013

  In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.

• Tip of the Iceberg: Email Problem Is Bigger Than LPL

  By Bob Clark, AdvisorOne  |  May 29, 2013

  FINRA should lighten up on the accusations and fines, and work with firms to find better solutions to what seems to be a huge—and snowballing—problem.

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  Leading Questions: The SEC's Request on Regulation of BDs, RIAs

  By Bob Clark  |  May 28, 2013

  Ever notice how the way some questions are worded can greatly affect the way they are answered?

• 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.

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  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?