University of Georgia

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  Busting the Risk Myth of Women and Investing

  By Michael Finke  |  February 22, 2013

  The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.

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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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  What to Do When Clients Think Twice; Making Small Caps Work for You: February Investment Advisor—Slideshow

  By Editorial Staff  |  January 21, 2013

  What’s happening in your clients’ minds when they can’t commit to a plan that you both know they need?

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  Southern Charm in the Small-Cap Space

  By John Sullivan, AdvisorOne  |  January 21, 2013

  Don’t let the easygoing, good ol’ boy charm fool you. Raise the topic of investment management, particularly in small caps, and Mark Travis' “aw-shucks” attitude quickly fades.

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  New Hire Roundup: Commonwealth Named as a Top Place to Work—Again

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.

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  Stress Fracture: How to Save Your Relationship With Your Client

  By Angie Herbers  |  October 23, 2012

  In your waiting room a client watches the TV tuned to CNBC, which shouts out good news—the Dow is up 300 points. Oddly, her stress level skyrockets. Why?

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  SEC, FINRA Enforcement Roundup: Football Coach’s Ponzi Scheme; Wells Fargo Slapped

  By Marlene Y. Satter, AdvisorOne  |  August 16, 2012

  Recent actions by the SEC and FINRA ensnared a former Hall of Fame college football coach charged in an $80 million Ponzi scheme and a Wells Fargo vice president for failing to disclose the risks of mortgage-backed securities.

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  4 Great Places for Baby Boomers to Retire

  By John Sullivan, AdvisorOne  |  June 3, 2011

  Fortune magazine’s Jim Rendon clues us in on hot spots for the next generation.

• Take advantage of our multicultural economy

  By Mike Werling  |  August 1, 2007

  Advisors shouldn't need to be told that minority markets are growing; the news comes from everywhere: television, print, online. If an advisor is ever in...