Scott Welch

• 

  When Bad Things Happen to Good Portfolios—and What to Do About It

  By John Sullivan, AdvisorOne  |  May 25, 2012

  Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?

• 

  LPL Financial to Acquire Alternative Investment Firm Fortigent

  By John Sullivan, AdvisorOne  |  January 3, 2012

  Fortigent will continue to operate autonomously from its Rockville, Md., headquarters and its existing management team will remain in place, reporting directly to Robert Moore, LPL Financial's CFO.

• OTC Derivatives

  By Neil A. O'Hara  |  June 1, 2007

  Financial advisors can no longer ignore OTC derivatives, even if they want to. Almost all hedge funds use them, and derivatives have spread into mutual...

• Off With Their Heads

  By Lynn O'Shaughnessy  |  December 1, 2006

  If you have clients who are contemplating loosening their grip on a concentrated stock position, you may have already taken a look at the variable...