Bob Clark

• 

  NASAA Joins FINRA in Fight Against Schwab Class-Action Ruling

  By Melanie Waddell, AdvisorOne  |  May 9, 2013

  State securities regulators are throwing their support behind FINRA in its battle to overturn a decision by its hearing panel that allowed Charles Schwab & Co. to block customer participation in class-action lawsuits.

• 

  The State of Investor Trust, or Distrust, Fiduciary and the CFP Board

  By Knut A. Rostad  |  October 25, 2012

  Is the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?

• 

  Advisor-in-Chief

  By James J. Green, AdvisorOne  |  September 25, 2012

  This is the fourth presidential election campaign I’ve experienced, or shall I say, been subjected to, since I joined Investment Advisor in 1999.

• 

  LIMRA’s Goal: To Be the Trusted Source of Industry Knowledge

  By Alison Salka, LIMRA VP and director of Retirement Research  |  July 30, 2012

  LIMRA’s director of Retirement Research responds to a blogging broadside by AdvisorOne contributor Bob Clark.

• Pursuing Practice Excellence: The Conversation

  By James J. Green, AdvisorOne  |  July 24, 2012

  At Investment Advisor, we like to think that we do a pretty good job covering practice management.

• 

  Could You Have Saved These Clients? 7 Scams That Hit Celebrities Hard

  By Dan Berman, AdvisorOne  |  July 20, 2012

  Financial scandals are usually named for their perpetrators, not their victims, unless those ripped off are the famous.

• 

  Connors Group Launches Machine Advisor, a Web-Based Investment Tool

  By Joyce Hanson, AdvisorOne  |  February 16, 2012

  As uncertainty over buy-and-hold methods rises, the Connors Group's Machine Advisor is designed to allocate assets to uncorrelated, actively managed strategies, says CEO Jim Lonergan.

• 

  Buy-and-Hold Debate Gets Louder as Market Volatility Rises

  By Gil Weinreich, AdvisorOne  |  November 8, 2011

  The rising level of market volatility as 2011 comes to a close seems to be bringing with it a return of doubts about 'buy-and-hold' investing, as expressed by Mark Cuban, that became a fixture of investment debate in the market crash of 2008.

• Your Silver Bullet

  By John Sullivan, AdvisorOne  |  October 1, 2011

  At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.

• 

  Building Trust With Tech

  By John Sullivan, AdvisorOne  |  October 1, 2011

  Frank Maiorano’s vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.