Boston University

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  Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow

  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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  The Third Choice

  By Kenneth Silber, Research  |  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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  Wharton Professor Gives Advisory Model Radical Makeover

  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.

• How Much Can Your Clients Afford to Lose?

  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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  Economist Kotlikoff Declares Third-Party Candidacy for President

  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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  Stark Advice on Risk Avoidance From Leading Academic

  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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  How to Market VAs? Zvi Bodie Finds One Good Way: News Analysis

  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.

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  FPA Names Heart of Financial Planning Award Winners for Good Works

  By Joyce Hanson, AdvisorOne  |  August 17, 2011

  The Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.

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  50 Top Women in Wealth, Wealth Partners & Academics: Krawcheck, Mitchell—Slideshow

  By Editorial Staff  |  July 27, 2011

  While all 50 honorees of the 50 Top Women in Wealth for 2011 deserve recognition for their accomplishments and leadership, as we have done each year since the 50 Top Women’s inception, we are taking some extra time to look at certain members of the list, this year grouped by...

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  Tamar Frankel: Fiduciary Advocate Who Leads by Teaching—Top Women Extended Profile

  By Melanie Waddell, AdvisorOne  |  July 8, 2011

  The BU professor, revered for her knowledge of fiduciary law, tells AdvisorOne she hopes investors will lead the change in brokers' fiduciary habits.