John Sullivan, AdvisorOne

About the Author

John Sullivan, AdvisorOne

John Sullivan is the Editor in Chief of Investment Advisor magazine and the editor of the Retirement Channel for AdvisorOne. Sullivan is the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.

• 

  Mesirow Financial Launches Fiduciary Services on RPG Consultants Platform

  By John Sullivan, AdvisorOne  |  May 23, 2013

  "It's another step in our effort to expand the audience for flexible and cost-efficient fiduciary solutions," Mesirow says.

• 

  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

• 

  Fidelity 401(k) Balances Hit Record High

  By John Sullivan, AdvisorOne  |  May 23, 2013

  The average account stood at $80,900 at the end of the first quarter.

• 

  How to Talk Risk Without Scaring Your Clients

  By John Sullivan, AdvisorOne  |  May 23, 2013

  “We’re persuaders, it’s what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence.” He gave three steps to prevent clients from fleeing.

• 

  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

• 

  Dr. Michael Finke: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 21, 2013

  The traditional 4% withdrawal rule is fine in a static world, but when was the last time the world was static?

• 

  A Succession Plan That Started at the Gym

  By John Sullivan, AdvisorOne  |  May 20, 2013

  Certain professions and areas of study translate well to financial planning. Who knew personal training was one?

• 

  Cambridge CEO Schwartz: What His Firm, Other Advisors Must Do to Stay Successful

  By John Sullivan, AdvisorOne  |  May 20, 2013

  Despite the scenic Colorado view, the meeting began on a somber note as CEO Eric Schwartz eulogized marketing and recruiting head Jim Guy, who died April 5.

• 

  Junxure’s Friedman: Use Tech to Ensure Smooth Exams

  By John Sullivan, AdvisorOne  |  May 20, 2013

  The speed, ease and accuracy with which the information is retrieved will go a long way in determining the outcome of the exam.

• 

  Matthews Asia Joins Frontier Rush

  By John Sullivan, AdvisorOne  |  May 20, 2013

  “We’re seeing certain markets that are at the same point China was 20 years ago,” a Matthews portfolio manager said.