Wharton School

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  Dr. Kent Smetters: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 25, 2012

  A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.

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  10 Key Issues to Watch in China’s Future

  By John Sullivan, AdvisorOne  |  May 24, 2012

  Audience members at the “Best of IMCA” seminar series in Denver were once again reminded that they’ll soon report to their Chinese overlords.

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  Milevsky: What Is Your Financial Legacy – Today?

  By Moshe A. Milevsky  |  May 24, 2012

  In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.

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  A Strategy for Affording College

  By Kent Smetters  |  April 25, 2012

  Faced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.

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  Another Breakaway Merrill Advisor Heads to HighTower

  By Joyce Hanson, AdvisorOne  |  March 26, 2012

  Mike Papedis of HighTower’s business development unit says the addition of Charles Holt to the Pagnato-Karp Group shows how compelling the RIA business model is to individual advisors.

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  New Hire Roundup: Hedge Fund Association Announces Officers; Carlyle Names Board

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2012

  This week in new hires, Hedge Fund Association announced newly elected officers; Carlyle Group named new board members; Altegris welcomed Amy Bennett; Sanjay Puri joined Zephyr Associates.

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  IMCA Brings CIMA Certification Program to Chicago’s Booth Business School

  By Joyce Hanson, AdvisorOne  |  January 31, 2012

  IMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.

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  Advisors Rediscover the Value of Talking Directly to Clients

  By Marc Zeitoun, CFA, Rydex|SGI  |  December 8, 2011

  The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.

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  A Rational Look at a Much Maligned Product

  By Bob Seawright, Madison Avenue Securities  |  November 23, 2011

  Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...