mental accounting

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  2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management

  By John Sullivan, AdvisorOne  |  April 2, 2012

  BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.

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  2012 SMA Managers of the Year: Calm, Cool and Confident

  By John Sullivan, AdvisorOne  |  March 26, 2012

  The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.

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  New Behavioral Finance Findings and Optimal Asset Allocation

  By Savita Iyer-Ahrestani, AdvisorOne  |  February 23, 2012

  A Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.

• The Annuity Puzzle

  By Bob Seawright, Madison Avenue Securities  |  February 1, 2012

  Since at least 1965 and the seminal research of Menachem Yaari, economists have recognized that retirees should convert far more of their assets into an income annuity at retirement than they do