CFA Institute

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  The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?

  By Michael E. Kitces  |  May 22, 2013

  In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?

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  Bloomberg Jumps on ‘Twitter A-List’ After SEC’s Social Media Decision

  By Joyce Hanson, AdvisorOne  |  April 18, 2013

  Now that the SEC has green-lighted public companies’ disclosure of corporate information on social media sites such as Twitter and Facebook, the Web is jumping all over the news.

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  Debating Hedge Fund Myths: ‘The Most Expensive Bargain in Town?’

  By Jon Sundt  |  April 1, 2013

  One of the most common complaints about hedge funds and alternative investments is that their fees are too high, but understand what you're buying before casting stones.

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  New Hire Roundup: Former COO Nides Returns to Morgan Stanley

  By Marlene Y. Satter, AdvisorOne  |  February 27, 2013

  This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.

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  Fans of Finance to Gather at Morningstar Event

  By Janet Levaux, AdvisorOne  |  February 20, 2013

  The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.

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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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  New Hire Roundup: Mehra Goes to Salient; New CFA Institute Head

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2012

  This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.

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  How to Create Your Election Portfolio

  By Joyce Hanson, AdvisorOne  |  September 12, 2012

  It won’t be long before the presidential election is upon us. Will your portfolio be ready? Analysts from Russell, OppenheimerFunds and more say how to reposition portfolios before Nov. 6.

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  Viewing Life Insurance as an Asset Class

  By Ed McCarthy, CFP  |  August 27, 2012

  There are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.

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  Glass Half Full: Why Knut Rostad Remains Optimistic on Fiduciary

  By Bob Clark, AdvisorOne  |  August 15, 2012

  For investors, says Rostad, “the new normal is not just distrust, it’s disgust.” So they, especially the young, will turn to technology solutions for their advice needs. How will you react?