the University of Chicago

• Enthused About Innovation

  By William H. Belden III  |  April 1, 2013

  William H. Belden, III is a managing director and head of product development at Guggenheim Investments.

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  Fans of Finance to Gather at Morningstar Event

  By Janet Levaux, AdvisorOne  |  February 20, 2013

  The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  5 ETF Megatrends for 2013

  By Ron DeLegge, ETFguide.com  |  January 7, 2013

  It's a busy product space for advisors to keep up with, and that won't change in the coming 12 months.

• Vanguard Switching Indexes

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  To cut costs for investors, Vanguard plans to transition 22 funds, many of which have an ETF share class, to new indexes starting in 2013, the fund giant said in early October.

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  Top Portfolio Products: Vanguard Switches Indexes to Cut Costs

  By Marlene Y. Satter, AdvisorOne  |  October 8, 2012

  New products introduced over the last week include a new annuity from Northwestern Mutual, a fresh fund from Hatteras and a CRM update from Schwab.

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  Vanguard to Switch Indexes on 22 Funds

  By Janet Levaux, AdvisorOne  |  October 2, 2012

  The new benchmarks, to take effect in 2013, will impact more than $530 billion in client assets.

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  MSRB Names Goldsholle General Counsel

  By Melanie Waddell, AdvisorOne  |  September 20, 2012

  Goldsholle, currently with FINRA, will oversee legal activities including market regulation, professional qualifications, enforcement support and corporate governance.

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  Managing Through the Micro-Cap Mania

  By John Sullivan, AdvisorOne  |  May 22, 2012

  If you think the small-cap space has had a wild ride recently, try micro caps, and then get your head around the following boast Michael Corbett makes about one of the funds he manages.

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  Goolsbee Sees ‘Awful Recession’ for Europe, ‘Fiscal Cliff’ for U.S.

  By James J. Green, AdvisorOne  |  May 10, 2012

  At NAPFA conference, Obama’s former economic adviser warns that the end of the year will be dire for U.S.