California

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  ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton

  By John Sullivan, AdvisorOne  |  May 4, 2013

  At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.

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  How Does a Planner's Brain React to Change? Judith Glaser Tells the Tale

  By John Sullivan, AdvisorOne  |  May 4, 2013

  People experience change differently when they have healthy conversations about change, says expert.

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  Small Alternatives Firm CEO Casts Large Shadow

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.

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  Trend Spotter Rosenberg Sees Inflation Around the Corner

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  The widely followed economist David Rosenberg, known for his early warning of the housing market bubble, now foresees a persistent inflationary trend in the making.

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  Ruling Forces Advisors to Pick Appropriate Fund Share Classes

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.

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  What Can Advisors Do in Defense of Freedom and Opposition to Terror?

  By Gil Weinreich, AdvisorOne  |  May 2, 2013

  AdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...

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  SEC, FINRA Enforcement Roundup: City in California Charged With Fraud

  By Marlene Y. Satter, AdvisorOne  |  May 2, 2013

  Among recent enforcement actions, the SEC went after the city of Victorville, Calif., for defrauding municipal bond investors. In addition, FINRA took action against John Thomas Financial for intimidation of its own staff.

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  Niall Ferguson: 4 Reasons America Is Falling Apart

  By Gil Weinreich, AdvisorOne  |  May 2, 2013

  Niall Ferguson, a conservative Harvard professor equally at home in the sweep of civilization as the history of finance, explained to an audience of investment professionals how it is that much of the world is growing while the U.S. is slowing.

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  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.

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  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.