UCLA

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  Schwab Partners With fi360, The Retirement Advisor University for Retirement Suite

  By Danielle Andrus, AdvisorOne  |  July 12, 2012

  Schwab Retirement Business Services announced on Wednesday that it has launched a suite of retirement tools to help advisors increase productivity and build skills in their 401(k) plans.

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  Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’

  By James J. Green, AdvisorOne  |  March 29, 2012

  Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.

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  fi360, TRAU Join in Fiduciary, Retirement Education Plan

  By Joyce Hanson, AdvisorOne  |  March 19, 2012

  Blaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.

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  Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?

  By Michael S. Fischer  |  March 8, 2012

  U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.

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  The Power of Words

  By Jane Wollman Rusoff  |  December 26, 2011

  WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”

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  BlackRock’s Fink, PIMCO’s Gross Sound Off on Economy, Occupy Protests

  By John Sullivan, AdvisorOne  |  November 18, 2011

  Larry Fink of BlackRock and Bill Gross of PIMCO sat down on Thursday with Bloomberg Television's Erik Schatzker for a conversation at an alumni event hosted by UCLA Anderson School of Management. Both men are alums of the school, having graduated five years apart.

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  Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011

  By Danielle Andrus, AdvisorOne  |  October 21, 2011

  It’s not enough to think about improving outcomes.

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  How a Freethinking Economist Saved Your Retirement Portfolio

  By Gerald Burstyn  |  September 29, 2011

  Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.

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  Emotion, Intuition Key to Advisor Use of Behavioral Finance

  By Savita Iyer-Ahrestani, AdvisorOne  |  June 20, 2011

  Advisors are looking to apply the principles of behavioral finance, but coming up with options to implement is not that simple.

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  Ariely and Benartzi, Wagner and Buie Debate the Future of Advice in Investment Advisor's December 2010 Issue

  By John Sullivan, AdvisorOne  |  November 23, 2010

  Top advisors and related experts open up about the future of advice in Investment Advisor's December issue cover story.