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.

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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?

• How Do You Plan for Clients When You Can’t Trust the CPI?

  By Bob Clark, AdvisorOne  |  January 23, 2013

  Peter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.

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  Talking ‘Bout My Generation

  By Bob Clark, AdvisorOne  |  January 21, 2013

  Some 20 years ago, financial editor and writer Joe Nocera (now an op-ed columnist for The New York Times) explained to a group of us editors at Worth Magazine why our baby boom generation had gotten a bad rap for being such profligate spenders: “We grew up during the 1970s,...

• The Future of Financial Advice? Maybe It’s Health Care

  By Bob Clark, AdvisorOne  |  January 16, 2013

  I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.

• What’s Behind FINRA’s Newfound Move on Disclosing Broker Bonuses?

  By Bob Clark, AdvisorOne  |  January 11, 2013

  A cynical observer might think the impetus for the newly "fiduciary conscious" FINRA's proposed rulemaking was to discourage brokers from demanding bonuses when they switch broker-dealers.

• Forget Zero-Sum: Much of Life and Economics Is Win/Win

  By Bob Clark, AdvisorOne  |  January 2, 2013

  If our legislators and regulators realized this, we would all be much better off.