Harvard

• 

  400 Economists Endorse Romney

  By Gil Weinreich, AdvisorOne  |  August 15, 2012

  A former conservative official has rallied 400 economists, including five Nobel Prize winners, to sign a statement supporting Republican presidential hopeful Mitt Romney’s economic policies.

• 

  Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s Poterba

  By Gil Weinreich, AdvisorOne  |  August 13, 2012

  Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated. Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...

• 

  Half of Americans Die With Almost No Assets

  By John Sullivan, AdvisorOne  |  August 9, 2012

  A disturbing study from three Ivy League researchers finds that almost half of Americans die owning less than $10,000.

• 

  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

• 

  4 ‘Absolutes’ for Successfully Connecting With Clients

  By John Sullivan, AdvisorOne  |  July 20, 2012

  "What is the No. 1 indicator of success?" marketing executive Maribeth Kuzmeski asked attendees at the Cambridge Women Advisors Forum in Denver.

• 

  No Jargon, Please: Think 401(k) Investors Know What ‘Fund’ Means? Think Again

  By Joyce Hanson, AdvisorOne  |  July 19, 2012

  Plain English, it turns out, is the key to getting employees to save more for retirement, says a survey of retirement plan participants released by State Street Global Advisors.

• 

  Is Everything for Sale?

  By Gil Weinreich, AdvisorOne  |  July 3, 2012

  "Do we want a society where everything is up for sale, or are there certain moral and civic goods that markets do not honor and money cannot buy?” asks Michael Sandel, author of the new book "What Money Can't Buy: The Moral Limits of Markets."

• 

  New Hire Roundup: Casares Joins Genworth; Stratos Adds Three

  By Marlene Y. Satter, AdvisorOne  |  June 13, 2012

  This week in new hires, Rico Casares joined Genworth Wealth Management, and Stratos Wealth Partners welcomed three advisors to two new offices.

• 

  Xi Jinping: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 24, 2012

  Not familiar with Mr. Xi? You will become so, for Xi Jinping is likely to become the new leader of the country

• 

  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.