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By Melanie Waddell, AdvisorOne |
May 16, 2012
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
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By Gil Weinreich, AdvisorOne |
May 11, 2012
Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
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By Gil Weinreich, AdvisorOne |
May 4, 2012
Laurence Kotlikoff, an economist and candidate for president on the Americans Elect third-party platform, and two other economists say the government’s excessive spending habit amounts to “fiscal child abuse.”
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By Editorial Staff |
March 27, 2012
The cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...
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By Kenneth Silber |
March 26, 2012
Americans Elect is an organization that aims to provide an alternative to the Democratic and Republican candidates in this year’s presidential elections.
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By Gil Weinreich, AdvisorOne |
February 27, 2012
Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
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By Robert Tyndall |
February 1, 2012
John Paulson is a hedge fund hero, and deservedly so. In 2007, he anticipated the collapse of subprime mortgage securities.
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By Gil Weinreich, Advisorone |
January 9, 2012
Presidential candidates often struggle to explain their economic policies in the detail sought by media questioners. But that won’t be a problem for economist Laurence Kotlikoff, running as a candidate of an Internet-based third-party platform that promises to place its top vote getter on the ballot in each of the...
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By Gil Weinreich, Advisorone |
December 29, 2011
Zvi Bodie has long been a lone wolf in the financial services industry. The Boston University finance professor and veteran risk avoidance advocate, has himself risked being pelted with eggs, or worse.
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By Gil Weinreich, Advisorone |
November 29, 2011
Securian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.
