Texas Tech University

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  Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow

  By Editorial Staff  |  January 23, 2013

  The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...

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  Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities

  By Gil Weinreich, AdvisorOne  |  January 17, 2013

  A retirement income portfolio based on the popular 4% rule has a 57% chance of failure based on current returns. "The bottom line is that the current low-yield environment is a retirement income game changer," the study's co-author, Michael Finke, says.

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  Sentimental Fools: Pity the Poor Mutual Fund Investor

  By Michael Finke  |  November 21, 2012

  Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.

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  This Is Your Client’s Brain on Finance

  By Michael Finke  |  October 24, 2012

  Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.

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  No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed Funds

  By Gil Weinreich, AdvisorOne  |  October 18, 2012

  New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.

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  Bill Gross vs. the Equity Cult

  By Michael Finke  |  September 25, 2012

  Asking PIMCO founder Bill Gross his opinion of stocks is like asking the late Steve Jobs his opinion of Windows.

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  How to Get High Performance With Low Risk From New Strategy

  By Michael Finke  |  August 23, 2012

  Recent studies find that high-beta stocks don’t perform as well as they should, and that low-beta stocks do better than the model would predict. But why?

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  Advising the Aging Brain; Running a Cool Workplace: August Research—Slideshow

  By Editorial Staff  |  July 26, 2012

  Financial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, “The Challenge of the Aging Brain.” In “A Cool Place to Work,” Ellen Uzelac looks at how some advisors...

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  Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’

  By Michael Finke  |  July 26, 2012

  Financial decision-making ability peaks in middle age. Plan accordingly.

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  Women Are an Opportunity, Not a Niche: Schwab’s Clark

  By James J. Green, AdvisorOne  |  July 2, 2012

  Among the lessons from Schwab’s Women and Financial Independence Study, according to Bernie Clark: Don’t treat us differently, but do get to know us and our goals.