Ariely and Benartzi, Wagner and Buie Debate the Future of Advice in Investment Advisor's December 2010 Issue
Top advisors and related experts open up about the future of advice in Investment Advisor's December issue cover story.
UCLA's Anderson School of Management Gives Up on Public Funding
The Anderson School of Management at the University of California at Los Angeles is preparing to forgo public funding in the face of California's budget crisis.
Man on a Mission
Brian Gaffney CEO, Allianz Global Investors Distributors; New York City What he's about: "I have a passion for seeing people who have been working their tails off...
The originators of the Save More Tomorrow (SMarT) system--Richard Thaler of the University of Chicago and Shlomo Benartzi of UCLA--describe SMarT as a "choice architecture...
Don't pigeonhole your Latino clients
Latino baby boomers in the United States make up a population group so diverse and heterogeneous that the common practice of lumping them into a...
Chubby boomers face greater disability
A recent study found that higher obesity rates could be increasing disability rates among those between the ages of 60 and 69 the Los Angeles...
Some folks hatch their best ideas while sitting at a desk, flossing their teeth or sipping joe at Starbucks. Not Shlomo Benartzi. His creativity is...
President Torrey Capital, Inc. 5752 Oberlin Drive, Suite 106 San Diego, CA 92121 Phone: 858-952-5721 E-mail: firstname.lastname@example.org Web site: www.torreycapital.com Year firm founded: 2004 Number of clients: 45 families Assets under management: $25 million Client...
Boomers and memory loss
According to the Los Angeles Daily News, an estimated 500,000 of the nation's 76 million baby boomers have early-onset Alzheimer's or other dementia. And as the...
Stop sabotaging your success
Advisors who can't seem to manage time, or who have reached a level of success they can't seem to rise above, would do well from...