Editorial Staff

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  The 2013 IA 25: Advisor Advocates and Regulators

  By Editorial Staff  |  May 20, 2013

  Since the financial crisis, advisors have had to defend their businesses from wary consumers, overzealous legislators and sometimes even other advisors whose unscrupulous actions would cast good advisors in the same shadow as bad advisors.

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  If You Serve(d) in the Military, AdvisorOne Wants You!

  By Editorial Staff  |  May 13, 2013

  For any advisor who serves, or served, our country in the armed forces, we’d like to invite you to tell us about your service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.

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  The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls

  By Editorial Staff  |  May 13, 2013

  Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.

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  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

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  Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow

  By Editorial Staff  |  April 1, 2013

  The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.