Harvard

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  The Dangers of Too Much Liquidity

  By Michael Finke  |  December 20, 2012

  Which is better, a lump sum or an annuity?

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  Will U.S. Kick 401(k) Subsidies Off Cliff?

  By Gil Weinreich, AdvisorOne  |  December 6, 2012

  At a time of nearly desperate negotiations to find savings needed to avert the fiscal cliff, ending the taxpayer subsidy–to the tune of $100 billion–of retirement savings accounts seems to many to be a no-brainer.

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  New Hire Roundup: Layton to Run Neuberger Berman Wealth Group; New SIFMA Board Member

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2012

  This week in new hires, Neuberger Berman announced that Brian Layton would head its Boston wealth management group; Paul Gamble was promoted at Financial Engines; and SIFMA announced that Kim Tillotson Fleming was named to its board.

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  Sentimental Fools: Pity the Poor Mutual Fund Investor

  By Michael Finke  |  November 21, 2012

  Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.

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  Averting Fiscal Cliff Requires Special Type of Leadership

  By Gil Weinreich, AdvisorOne  |  November 19, 2012

  Harvard University's Ronald Heifetz, the author of widely cited texts on leadership, explains why the president has the upper hand in fiscal cliff talks, and how Democrats need to help Republicans sell compromise back home.

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  Rogoff and Reinhart’s Mountain of Debt Warning Catches Fire

  By Joyce Hanson, AdvisorOne  |  November 14, 2012

  As market talk focuses on the dangers of the U.S. fiscal cliff, Kenneth Rogoff and Carmen Reinhart’s debt theory is catching fire with the nation’s investment strategists.

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  Americans Lagging in LTC Planning

  By Danielle Andrus, AdvisorOne  |  November 9, 2012

  A Northwestern Mutual study found that a third of Americans haven’t factored their long-term care needs into their retirement planning.

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  9 Things Successful People Do Differently: Harvard Business Review

  By Joyce Hanson, AdvisorOne  |  October 26, 2012

  “Even brilliant, highly accomplished people are pretty lousy when it comes to understanding why they succeed or fail,” social psychologist Heidi Grant Halvorson says.

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  Young Guns: How to Keep Valuable New Employees for the Long Term

  By Angie Herbers  |  October 23, 2012

  A recent story in the July/August issue of the Harvard Business Review received national attention.

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  Talent Management: Antidote for the Peter Principle

  By Kirk J. Hulett, MS, Securities America Financial  |  October 19, 2012

  You may have tools and processes to identify talent at your advisory firm, but do you have a process for ensuring the right talent gets moved into higher-level jobs?