California

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  A Willing Suspension of Disbelief

  By John Sullivan  |  May 28, 2013

  Nothing is as bad as it seems. We’re not in a new normal, modern portfolio theory failed from the get-go and—despite oceans of ink dedicated to the premise—baby boomers, far from finding themselves in crisis, are the best retirement savers in history.

• Decision to Impact Share Classes

  By Janet Levaux, AdvisorOne  |  May 28, 2013

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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  Cup of Joe: Starbucks. Financial Advice. Together at Last

  By Ellen Uzelac  |  May 28, 2013

  United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.

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  Immigration Reform May Bruise Stocks

  By Alexei Bayer  |  May 28, 2013

  A legislative push carries surprising implications.

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  Top 25 Colleges for Best Return on Investment: 2013

  By Dan Berman, AdvisorOne  |  May 27, 2013

  Out of 1,511 schools studied, these 25 had the greatest payoff for graduates over the course of a 30-year career.

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  Top 30 Colleges for Highest Starting Salaries: 2013

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.