Texas Tech University

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  A Willing Suspension of Disbelief

  By John Sullivan  |  May 28, 2013

  Nothing is as bad as it seems. We’re not in a new normal, modern portfolio theory failed from the get-go and—despite oceans of ink dedicated to the premise—baby boomers, far from finding themselves in crisis, are the best retirement savers in history.

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  Financial Planning: Art or Science?

  By Michael Finke  |  May 28, 2013

  Good financial planning, like intelligent art, requires an understanding of science.

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”

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  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

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  When Disclosures Do More Harm Than Good to the Client

  By Bob Clark, AdvisorOne  |  April 17, 2013

  Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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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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  Your Client’s Brain: Coping as Your Clients Age

  By Olivia Mellan  |  March 26, 2013

  As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.