UCLA

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  Fighting for His Clients

  By Jane Wollman Rusoff  |  April 29, 2013

  Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.

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  TRAU to Launch Plan Sponsor University

  By Danielle Andrus, AdvisorOne  |  April 8, 2013

  As the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.

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  Second Thoughts: Making Better Decisions

  By Olivia Mellan, Sherry Christie  |  February 25, 2013

  When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.

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  Top 10 Mega-Wealthy Donors in 2012

  By Michael S. Fischer  |  February 11, 2013

  The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.

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  13 Ex-Football Players and Finance: The Good & the Bad

  By Dan Berman, AdvisorOne  |  January 24, 2013

  After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.

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  Buffett’s Gift Tops 13 Biggest Donations of 2012

  By Michael S. Fischer, AdvisorOne  |  January 4, 2013

  Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among America’s biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.

• Running Out of Money

  By Bob Seawright  |  September 25, 2012

  It is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.

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  What Triggers Referrals?

  By Bill Good  |  July 26, 2012

  The implications of the “change principle” for clients go deeply into your practice, especially into why you get referrals and why some clients get referred to your competitors.

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  Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software

  By Gil Weinreich, AdvisorOne  |  July 24, 2012

  Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.