retail advice

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  Why I Think Ric Edelman Is Ahead of the Curve, Again

  By Bob Clark, AdvisorOne  |  April 3, 2013

  Technology will change advice giving in the very near future, especially among younger people. Ric’s ready. Are you?

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  The Disclosure Paradox: How Much Information Is Too Much?

  By Michael Finke  |  April 1, 2013

  Too much information can be as harmful to retirement plan decisions as too little.

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  Forget Zero-Sum: Much of Life and Economics Is Win/Win

  By Bob Clark, AdvisorOne  |  January 2, 2013

  If our legislators and regulators realized this, we would all be much better off.

• The Jaws of Defeat

  By Bob Clark, AdvisorOne  |  December 21, 2012

  Taking time out over the holidays to reflect on the past year has become one of my favorite exercises.

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  Vanguard’s Bogle to SEC’s Schapiro: Include Institutional Advisors in Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  September 11, 2012

  In the debate over how to shape a fiduciary mandate for brokers, Vanguard founder John Bogle says that the SEC should include in its rule advisors to registered investment companies, which have been “ignored.”

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  Glass Half Full: Why Knut Rostad Remains Optimistic on Fiduciary

  By Bob Clark, AdvisorOne  |  August 15, 2012

  For investors, says Rostad, “the new normal is not just distrust, it’s disgust.” So they, especially the young, will turn to technology solutions for their advice needs. How will you react?