healthcare

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  New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2012

  This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.

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  Economist Kotlikoff Declares Third-Party Candidacy for President

  By Gil Weinreich, AdvisorOne  |  January 9, 2012

  Presidential candidates often struggle to explain their economic policies in the detail sought by media questioners. But that won’t be a problem for economist Laurence Kotlikoff, running as a candidate of an Internet-based third-party platform that promises to place its top vote getter on the ballot in each of the...

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  Philanthropy Focus: Schwab Charitable Reports 76% Jump in Contributions

  By James J. Green, AdvisorOne  |  December 13, 2011

  Schwab donor advised fund’s Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.

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  Research Roundtable: Gundlach, Rodriguez, Others

  By Jane Wollman Rusoff  |  November 23, 2011

  Our expert panel — John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez — sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.

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  Bernanke Meets With Vets, Notes Depressing Jobless Problem

  By John Sullivan, AdvisorOne  |  November 11, 2011

  On the eve of Veterans Day, Fed Chairman Ben Bernanke hosted a town hall meeting at Fort Bliss, Texas, that was largely attended by past and present military personnel and their families.

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  Bowles, Simpson Warning: Deficit Committee Must Cut More Than $1.2 Trillion

  By Melanie Waddell, AdvisorOne  |  November 1, 2011

  The two co-chairmen of the National Commission on Fiscal Responsibility and Reform warned lawmakers on Tuesday that any deal to reduce the federal budget deficit by no more than $1.2 trillion would “merely delay” the nation’s fiscal problems.

• Building Value That Lasts

  By Ed McCarthy, CFP  |  October 26, 2011

  Corporate sustainability is beneficial for both managers and investors. According to Dow Jones, corporate sustainability is “a business approach that creates long-term shareholder value by embracing opportunities and managing risks deriving from economic, environmental and social developments.

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  Bipolar Jobs Report: Exceeds Expectations but Still Disappoints

  By Joyce Hanson, AdvisorOne  |  October 7, 2011

  The Labor Department’s report of a 103,000 rise in payroll jobs in September exceeded analysts’ expectations, but increase is too tepid to sway high unemployment rate of 9.1%

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  Advisors Set to Capitalize on 403(b) Market's Growth, Cerulli Says

  By Melanie Waddell, AdvisorOne  |  September 30, 2011

  New regulations that are shifting the 403(b) market present new opportunities for advisors, TPAs, and investment only asset managers, according to new research by Cerulli Associates.

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  Don Trone's New Firm to Offer New Fiduciary Designation

  By Melanie Waddell, AdvisorOne  |  September 22, 2011

  3Ethos' Global FIduciary Strategist (GFS) designation will compete with Fi360's AIF. Says Trone: “There will be a lot of demand for fiduciary training once the SEC’s [fiduciary] rule gets defined.”