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.

• Good News, Bad News: Findings of the Financial Planning Coalition Survey

  By Bob Clark, AdvisorOne  |  March 27, 2013

  The findings of the Coalition survey of investors suggest some troubling undercurrents that the profession and the media should address.

• Why You and Your Clients Should Care About the Cyprus Bailout

  By Bob Clark, AdvisorOne  |  March 19, 2013

  The EU just breached the safety of savings accounts everywhere. Can you say "bank run"?

• Price vs. Value: More Thoughts on Valuing Advisory Firms

  By Bob Clark, AdvisorOne  |  March 13, 2013

  Despite some (good) reader comments to the contrary, why I continue to suspect that the bottom line in an acquired firm is less important than some folks seem to believe.

• FINRA’s Proposed Broker Recruitment Bonus Rule Makes Strange Bedfellows

  By Bob Clark, AdvisorOne  |  March 6, 2013

  SIFMA and NAIFA’s comment letters on FINRA’s proposed rule on disclosing bonuses paid to brokers to switch BDs agree with me. Now I’m worried.

• TD’s Nally: Thinking More About the Future of RIAs Than Their Past

  By Bob Clark, AdvisorOne  |  February 27, 2013

  Yes, Nally could have called the future "RIA 6.0" instead of "2.0," but he did nail where the advisory profession is now and the challenges it faces to get to the next level.

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  High Flyin’: Revisiting the Hybrid Model With HighTower

  By Bob Clark, AdvisorOne  |  February 25, 2013

  A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.

• Are Retainers the Future of Advisor Comp? Lon Dolber Thinks So

  By Bob Clark, AdvisorOne  |  February 20, 2013

  American Portfolios already measures individual advisor performance, but founder and CEO Dolber thinks the logical next step for all involved is retainers.

• FINRA Up to Its Old Tricks With SRO Strategy Shift

  By Bob Clark, AdvisorOne  |  February 12, 2013

  FINRA's apparent strategic shift over an SRO for advisors to the Senate is the latest in a series of moves it's made over the decades to protect the brokerage model.

• Failure to Communicate: When ‘Informed’ Clients Challenge Advisors

  By Bob Clark, AdvisorOne  |  February 6, 2013

  Like doctors, advisors are finding that many clients are questioning their planning prescriptions. How do you communicate with those clients? Share your "performance" history?

• Taking a Look at Measuring Advisors’ Performance

  By Bob Clark, AdvisorOne  |  January 29, 2013

  It might be helpful to clients and prospects, but is there a good—and legal—way to measure and report on advisors' performance?