University of California

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  SEC Names Martinez Chief of Market Intelligence

  By Melanie Waddell, AdvisorOne  |  January 22, 2013

  The SEC announced Tuesday that Vincente L. Martinez has been named Chief of the Enforcement Division’s Office of Market Intelligence, which collects and evaluates the tips, complaints and referrals that come into the agency.

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  Deficit Reduction Deal: 3 Dueling Plans to Achieve It

  By Gil Weinreich, AdvisorOne  |  November 14, 2012

  As the politicians prepare their negotiation stances ahead of Friday's White House budget talks, liberal and conservative economists are offering their ideas on how to solve America’s growing fiscal gap.

• HighTower’s Pagnato-Karp Group Lands Former Merrill Lynch Advisor

  By John Sullivan, AdvisorOne  |  October 11, 2012

  The advisor-owned financial services firm announced on Thursday that David Nelson has joined its Pagnato-Karp Group.

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  Obama vs. Romney: Top 7 Places Where Campaign Cash Comes From

  By Dan Berman, AdvisorOne  |  September 26, 2012

  Which sectors give the most cash to which candidates? Some of the amounts are surprising.

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  Taking Sides: Will Wall Street’s Generosity to GOP Continue?

  By Kenneth Silber, Research  |  September 25, 2012

  In the 2008 presidential race, Barack Obama had a substantial edge over John McCain in raising money from Wall Street. That advantage has not only evaporated for the president in the current race, but has reversed dramatically.

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  Women Are an Opportunity, Not a Niche: Schwab’s Clark

  By James J. Green, AdvisorOne  |  July 2, 2012

  Among the lessons from Schwab’s Women and Financial Independence Study, according to Bernie Clark: Don’t treat us differently, but do get to know us and our goals.

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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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  Economic Think Tank Polls Experts on Key Policy Questions

  By Gil Weinreich, AdvisorOne  |  November 21, 2011

  Thanks to a just launched website produced by the University of Chicago Booth School of Business, you can follow your favorite economist, or get a sense of what the consensus of leading economists think about a variety of current public policy questions.