Clark at Large

• 

  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.

• 

  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?

• 

  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.