University of Illinois

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  2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management

  By John Sullivan, Advisorone  |  April 2, 2012

  BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.

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  Advisor Mark Balasa Worries Clients Are ‘Preoccupied’ With Politics

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

  When Mark Balasa of Balasa Dinverno Foltz says in a conversational but concerned tone that he’s never seen clients exhibit such a “preoccupation with politics” as they do now, you pay attention.

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  What Advisory Firms Can Learn From Their Smokin’ Employees

  By Angie Herbers  |  February 22, 2011

  Taking regular breaks during the work day helps improve productivity, research shows.

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  Inheritances spur early retirement

  By Danielle Andrus, AdvisorOne  |  August 18, 2009

  A study from the University of Illinois shows that workers who get an unexpected or larger-than-expected inheritance are more likely to retire early. Imagine that....

• New Retirement Think Tank

  By Elizabeth D. Festa  |  November 21, 2008

  Group's charter is to tackle income options and help advisors

• nsight Into Investor Conduct Helps Money Manager B

  By Staff Writer  |  September 8, 2003

  An edited excerpt from the Sept. 1, 2003, edition