the University of Pennsylvania

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  What Do Women Earn as Brokers? A Lot Less Than Men Do

  By Janet Levaux, AdvisorOne  |  May 18, 2012

  The difference in wages for men and women selling securities, except for a few fluctuations, remains stubbornly high over the past 30 years, research shows.

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  A Strategy for Affording College

  By Kent Smetters  |  April 25, 2012

  Faced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.

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  Chinese Surprised by U.S. Charities’ Lack of State Control

  By Michael S. Fischer  |  April 18, 2012

  A Chinese delegation on a recent East Coast tour to learn about the U.S. nonprofit sectors couldn’t believe that government controls of these entities were so loose.

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  New Hire Roundup: Hedge Fund Association Announces Officers; Carlyle Names Board

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2012

  This week in new hires, Hedge Fund Association announced newly elected officers; Carlyle Group named new board members; Altegris welcomed Amy Bennett; Sanjay Puri joined Zephyr Associates.

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  Ivy League All-Star Investment Team: At Point Guard, Jeremy Lin

  By James J. Green, AdvisorOne  |  February 16, 2012

  Consider: If advisors act as asset allocation point guards for their clients, which Ivy Leaguers would you want on your team?

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  IMCA Brings CIMA Certification Program to Chicago’s Booth Business School

  By Joyce Hanson, AdvisorOne  |  January 31, 2012

  IMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.

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  SEC Names Legg Mason Exec the New Associate Director of Advisor Exams

  By Melanie Waddell, AdvisorOne  |  October 21, 2011

  The SEC announced on Friday that Andrew J. Bowden has been appointed an associate director to lead the National Investment Adviser/Investment Company Examination Program in the SEC’s Office of Compliance Inspections and Examinations.

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  Philanthropy Checklist: NPT’s Eileen Heisman Discusses Best Practices

  By Michael S. Fischer  |  March 18, 2011

  Heisman discussed some best practices of the kind of philanthropy she and her colleagues see, picked up from donors and people they respect about how they approach philanthropy.

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  Tax Planning Advice: Coordinating Beneficiary Designations—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Clients can undo all the hard work of estate planning by relying on “the guidance of a bank teller.”