personal finance

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  Investors Pulled Record Amount From Stock Funds in April as Market Surged in Q1

  By John Sullivan, AdvisorOne  |  April 30, 2012

  Discrepancy between S&P performance and stock fund flows continue.

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  Motion: That Serving a Client’s Best Interests Needn’t Be Complicated

  By Bob Clark, AdvisorOne  |  April 17, 2012

  We can have a minimum set of standards that tell us what the 'best interest of the client' means.

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  The Warren Effect

  By Kenneth Silber, Research  |  February 1, 2012

  Elizabeth Warren presents a conundrum for Wall Street. She is a forceful, well-prepared critic of the financial industry.

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  Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow

  By Editorial Staff  |  January 27, 2012

  Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...

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  A Little Knowledge Can Be a Misleading Thing: Financial Literacy, the Sequel

  By Bob Clark, AdvisorOne  |  January 4, 2012

  When it comes to financial literacy, a little knowledge (as Mortimer Adler wrote) doesn't yield true understanding or wisdom, or protection against financial services professionals.

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  Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar

  By Joyce Hanson, AdvisorOne  |  January 3, 2012

  Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.

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  The Myth of Financial Literacy: Most Consumers Don’t Want It

  By Bob Clark, AdvisorOne  |  December 20, 2011

  Why blaming consumers—and your clients—for their lack of financial literacy is a red herring. Oh, and a suggestion to the SEC on what its primary job should be...

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  The Long and Short of Long-Short Funds

  By John Sullivan, AdvisorOne  |  November 28, 2011

  At the Morningstar Investor Conference in 2006, one breakout session panelist noted the 40 long-short funds in existence, predicting the number would increase tenfold in the next two years.

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  Where to Safely Invest? ETFs to Help Weather Rough Markets

  By Janet Levaux, AdvisorOne  |  August 5, 2011

  Gold, utilities, dividend-paying sectors, health care and other plays are worth considering, notes a Morningstar analyst.

• The Dawning of an Industry

  By Melanie Waddell, AdvisorOne  |  October 1, 2008

  With gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...