School of Management

• 

  fi360, TRAU Join in Fiduciary, Retirement Education Plan

  By Joyce Hanson, AdvisorOne  |  March 19, 2012

  Blaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.

• 

  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...

• 

  BlackRock’s Fink, PIMCO’s Gross Sound Off on Economy, Occupy Protests

  By John Sullivan, AdvisorOne  |  November 18, 2011

  Larry Fink of BlackRock and Bill Gross of PIMCO sat down on Thursday with Bloomberg Television's Erik Schatzker for a conversation at an alumni event hosted by UCLA Anderson School of Management. Both men are alums of the school, having graduated five years apart.

• 

  SEC Names Lewis as Chief Economist, Director of RiskFin Division

  By Melanie Waddell, AdvisorOne  |  May 20, 2011

  The SEC has named Craig Lewis as its chief economist and director of the Division of Risk, Strategy, and Financial Innovation (RiskFin).

• Corporate Board Makeup Critical for Women Executives: Kellogg

  By Marlene Y. Satter, AdvisorOne  |  March 7, 2011

  Women who are still fighting the glass ceiling for corporate advancement may find that the way up lies through the corporation’s board, according to data released Sunday by the Kellogg School of Management at Northwestern University.

• UCLA's Anderson School of Management Gives Up on Public Funding

  By Michael S. Fischer  |  September 7, 2010

  The Anderson School of Management at the University of California at Los Angeles is preparing to forgo public funding in the face of California's budget crisis.

• Beta Morphs From Alpha

  By Kathleen McBride, AdvisorOne  |  February 3, 2010

  When huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta.

• The Green Advisor: WalMart Shows the Way

  By Robert F. Keane  |  December 1, 2009

  I've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....

• What Goes for Robins

  By Francois Gadenne  |  November 1, 2009

  Recently, a reader of my August column "A Field in Flux" asked me for more details about business models relevant to the retirement income opportunity....

• What can a Collar do for Client's Portfolios?

  By Kathleen McBride, AdvisorOne  |  September 24, 2009

  Options-based strategies to reduce risk and boost relative performance in a down market are not new. But a new, 10-year study underscores how helpful they can be in down markets.