Kent Smetters

• 

  Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

  By Joyce Hanson, AdvisorOne  |  March 12, 2013

  For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

• 

  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

• 

  LPL Unit Buys Veritat, Aims to Bring Financial Planning to Masses

  By Gil Weinreich, AdvisorOne  |  July 10, 2012

  In a rare combination of brains and brawn, LPL’s NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.

• 

  Dr. Kent Smetters: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 25, 2012

  A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.

• 

  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.

• 

  Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow

  By Editorial Staff  |  April 27, 2012

  Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.

• 

  A Strategy for Affording College

  By Kent Smetters  |  April 25, 2012

  Faced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.

• 

  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• 

  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

• 

  Wharton Professor Gives Advisory Model Radical Makeover

  By Gil Weinreich, AdvisorOne  |  February 27, 2012

  Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.