Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Wharton and IPI Formalize Network to Educate Wealthy Investors
The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.
SEC’s Rominger, Director of Investment Management, to Retire in July
“Eileen understood the importance of a fair and efficient investment management industry to the well-being of investors everywhere. Her practical insights and steady leadership served investors well,” said SEC Chairwoman Mary Schapiro.
Dr. Kent Smetters: The 2012 IA 25 Extended Profile
A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.
Six Conversations With Clients You Need to Have
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.
What Do Women Earn as Brokers? A Lot Less Than Men Do
The difference in wages for men and women selling securities, except for a few fluctuations, remains stubbornly high over the past 30 years, research shows.
A Strategy for Affording College
Faced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.
Chinese Surprised by U.S. Charities’ Lack of State Control
A Chinese delegation on a recent East Coast tour to learn about the U.S. nonprofit sectors couldn’t believe that government controls of these entities were so loose.
New Hire Roundup: Hedge Fund Association Announces Officers; Carlyle Names Board
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.
Ivy League All-Star Investment Team: At Point Guard, Jeremy Lin
Consider: If advisors act as asset allocation point guards for their clients, which Ivy Leaguers would you want on your team?