the University of Pennsylvania

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  National Advisors Trust Taps Former SEI Exec as CEO

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.

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  2013: The Road Ahead

  By Heath Abshure, NASAA President  |  January 10, 2013

  NASAA will keep a close eye on Congress' attempts to delay or derail Dodd-Frank regs, another round of JOBS act-related legislation and an SRO for advisors.

• Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?

  By Gil Weinreich, AdvisorOne  |  November 1, 2012

  One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?

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  IRS’ Top 10 Richest Nonprofit Charities

  By Michael S. Fischer  |  October 10, 2012

  More than 315,000 nonprofit charities reported nearly $2.5 trillion in assets for tax year 2008, according to the IRS, with universities and large hospitals dominating the top 10.

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  SEC Names Bowden Deputy Director of Exam Division

  By Melanie Waddell, AdvisorOne  |  September 12, 2012

  The SEC announced Wednesday that Andrew J. Bowden has been named deputy director of the agency’s Office of Compliance Inspections and Examinations (OCIE).

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  Advisors’ Mistakes on Social Security Advice Hurt Widows

  By Gil Weinreich, AdvisorOne  |  August 27, 2012

  A new study finds advisors tend to overlook the complex interactions of retirement, spousal and survivor benefits. The result is especially detrimental to widows, says Andrew Biggs of the American Enterprise Institute.

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Wharton and IPI Formalize Network to Educate Wealthy Investors

  By Michael S. Fischer  |  August 9, 2012

  The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.

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  SEC’s Rominger, Director of Investment Management, to Retire in July

  By Melanie Waddell, AdvisorOne  |  June 15, 2012

  “Eileen understood the importance of a fair and efficient investment management industry to the well-being of investors everywhere. Her practical insights and steady leadership served investors well,” said SEC Chairwoman Mary Schapiro.

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  Dr. Kent Smetters: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 25, 2012

  A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.