About the Author
James J. Green, AdvisorOne
Jamie Green is Group Editorial Director of the Investment Advisory Group at Summit Business Media, with overall editorial responsibility for AdvisorOne.com, launched in October 2010, and Investment Advisor and Research magazines, monthly print magazines which have served advisors of all kinds for more than 30 years. He can be reached at jgreen@sbmedia.com
He has nearly 30 years experience in print and electronic journalism, with nearly 14 years covering the investment advisory industry. In the 1980s he was editor of Tele/Scope, a pioneering electronic news service based in New York that covered telecommunications business and research, and was editor of Telecommunications Research, a monthly journal. In the 1990s he worked for nine years at The New York Times, where he was editor of TimesFax, an electronic version of the newspaper of record now known as TimesDigest. While at The Times, he led the editorial team that expanded distribution of TimesFax to remote corners of every continent on Earth, to every ship in the U.S. Navy, to scores of cruise ships, and to the international space station.
He joined what was then Dow Jones Investment Advisor in 1999 as managing editor, was appointed Executive Editor of Investment Advisor magazine in 2000, Editor in 2002, Editor-in-Chief in 2005, and Editorial Director of Investment Advisor and Wealth Manager in 2008 before assuming his current position in 2009.
He holds a bachelor's degree in philosophy from St. Hyacinth College in Granby, Mass., and studied theology on the graduate level at St. Anthony-on-the-Hudson, Rensselaer, N.Y.
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By James J. Green, AdvisorOne |
June 11, 2013
David Canter of Fidelity Institutional Wealth said the new offerings include discounted access to outside M&A consultants and discounted financing through Live Oak Bank.
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By James J. Green, AdvisorOne |
June 11, 2013
Our 23rd annual reader poll is now open for business. Rate your own broker-dealer, and tell everyone (anonymously, of course) what you wish your firm offered.
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By James J. Green, AdvisorOne |
June 10, 2013
In an interview during Insite 2013, CEO Ron DeCicco and COO Lisa Dolly discuss the custody and clearing firm’s priorities and human capital culture.
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By James J. Green, AdvisorOne |
June 9, 2013
The NFL quarterback and author of the best-selling Steve Jobs biography relate lessons from innovators and football at Pershing Insite.
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By James J. Green, AdvisorOne |
June 7, 2013
In an interview during Pershing's annual Insite conference, the CEO of Pershing's RIA custody unit talks of new offerings, Pershing's global reach and the advisor human capital challenge.
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By James J. Green, AdvisorOne |
June 6, 2013
Application for iPads and iPhones combines native mobile apps with new interface to access NetX360.
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By James J. Green, AdvisorOne |
June 6, 2013
Pershing study released at Pershing Insite conference finds misalignments between what advisors perceive to be their natural client base and the actual affluent population.
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By James J. Green, AdvisorOne |
June 5, 2013
Chairman Shea says his expanded responsibilities include “unlocking the value of all of BNY Mellon."
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By James J. Green, AdvisorOne |
June 4, 2013
David Rolfe of Wedgewood Partners and Mary Kane of GW&K will provide insights on their award-winning strategies and the coming investing environment during the seminar on Thursday.
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By James J. Green, AdvisorOne |
May 31, 2013
“We live,” Olivia Mellan told us, “in an adolescent society” marked by a short-term orientation.