Duke University

• Averitt Retires as CEO at RJFS Conference

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.

• 

  Raymond James’ Averitt Recognized for Leadership at Conference

  By Janet Levaux, AdvisorOne  |  May 25, 2012

  The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.

• 

  Americans Reluctant to Invest in Equities: Franklin Templeton

  By John Sullivan, AdvisorOne  |  May 17, 2012

  Despite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.

• 

  SEC Names Blizzard to Head Investment Advisor Regulation

  By Melanie Waddell, AdvisorOne  |  April 23, 2012

  The SEC has named Diane Blizzard associate director for regulatory policy and investment adviser regulation in the Division of Investment Management, replacing Robert Plaze.

• Mastering Volatility

  By Ronald Delegge, ETFguide.com  |  February 1, 2012

  Although the u.s. stock market took has taken investors for a wild ride over the past year, it has largely remained unchanged

• 

  A Rational Look at a Much Maligned Product

  By Bob Seawright, Madison Avenue Securities  |  November 23, 2011

  Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...

• 

  Five Good Questions for Behavioral Economist Dan Ariely

  By Bob Seawright, Madison Avenue Securities  |  November 2, 2011

  When it comes to making decisions, using emotions is likely to be unsuccessful or lead us astray; money isn’t unique in that regard.

• 

  Top 10 Universities & Liberal Arts Colleges

  By John Sullivan, AdvisorOne  |  September 13, 2011

  It’s that time of year: cool, crisp nights; tailgate parties; drunken football fans—and U.S News and World Report’s list of the top colleges and universities in these United States.

• 

  Hassell Takes BNY Mellon Reins as CEO Kelly Steps Down

  By James J. Green, AdvisorOne, Marlene Y. Satter, AdvisorOne  |  September 1, 2011

  Long-time veteran will succeed Kelly following management differences with board

• 

  Dan Ariely: ‘Overpaid’ Advisors Grossly Miscalculate Retirement Needs

  By Gil Weinreich, AdvisorOne  |  August 31, 2011

  In a controversial blog post sure to attract the attention and possibly the ire of financial advisors, author and behavioral economics professor Dan Ariely says “a simple algorithm” can do what “overpaid” advisors do, “probably with fewer errors,” and that the basics could be done by “highly trained monkeys.”