MIT

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  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.

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  Commonwealth Financial’s McMillan Launches Blog on Economy, Markets

  By James J. Green, AdvisorOne  |  July 20, 2012

  The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.

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  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.

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  ‘Living Wills’ Expose Banks’ Fragility, but Won’t Forestall Disaster

  By Gil Weinreich, AdvisorOne  |  June 28, 2012

  Sunday is the deadline for the biggest banks to submit "living wills" providing regulators a roadmap to break them up if the financial system is threatened. But Simon Johnson says the time to break up too-big-to-fail banks is now.

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  Most Advisors Caught Failing Clients in Research ‘Sting’

  By John Sullivan, AdvisorOne  |  April 2, 2012

  Results of findings by National Bureau of Economic Research, which had undercover actors portraying clients, showed Boston-area advisors putting their own interests first.

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  Tim Guinness: China, Energy and Really Good Beer—Weekend Interview

  By John Sullivan, AdvisorOne  |  March 30, 2012

  “China is the best-run country in the world," the Guinness Atkinson Funds CIO says.

• Evidence Over Ideology

  By Bob Seawright  |  March 26, 2012

  In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”

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  Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?

  By Michael S. Fischer  |  March 8, 2012

  U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.

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  An Executive MBA: The Ultimate New Year’s Resolution for Financial Advisors

  By Gil Weinreich, AdvisorOne  |  December 27, 2011

  With 2012 just days away, financial advisors looking for that new year’s resolution that just might stick should consider an Executive MBA program that may have more lasting results than most diets.

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  The Market Really is More Volatile Today

  By Gerald Burstyn  |  December 26, 2011

  WARNING: THE LIFEGUARD’S NOT ON duty. Swim at your own risk. That’s the way investment advisor Richard Bregman views today’s market. “If you go into the water, there might be riptides, sharks,” says the CEO of MJB Asset Management, a New York-based firm that manages a little over $100 million in...