John Sullivan, Investment Advisor

• 

  Housing Bulls Living in ‘Fantasyland,’ Economist Says

  By John Sullivan, Investment Advisor  |  August 30, 2012

  Don’t believe the hype. That’s the message Anthony Randazzo of the Reason Foundation delivered Thursday about the housing market.

• 

  Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: Video

  By John Sullivan, Investment Advisor  |  August 28, 2012

  Editor-in-Chief John Sullivan talks to the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year about customizing solutions for advisors and the importance of culture in a firm’s success.

• 

  Investment Advisor’s 2012 Broker-Dealers of the Year—Barry Knight: Video

  By John Sullivan, Investment Advisor  |  August 27, 2012

  Editor-in-Chief John Sullivan talks to the president and CEO of NEXT Financial Group and Division III winner of the 2012 Broker-Dealers of the Year about his firm’s culture and whether the succession planning message is sinking in.

• 

  Investment Advisor’s 2012 Broker-Dealers of the Year—David Pintaric: Video

  By John Sullivan, Investment Advisor  |  August 24, 2012

  Editor-in-Chief John Sullivan talks to the president of WRP Investments Inc. and Division II winner of the 2012 Broker-Dealers of the Year about running a family firm and transitioning firms from one generation to the next.

• 

  Investment Advisor’s 2012 Broker-Dealers of the Year—David Stringer: Video

  By John Sullivan, Investment Advisor  |  August 23, 2012

  Editor-in-Chief John Sullivan talks to the president of Prospera Financial Services and Division I winner of the 2012 Broker-Dealers of the Year about personalized service and working efficiently with fewer resources.

• 

  Investment Advisor’s 2012 Broker-Dealers of the Year—The Winners Speak: Video

  By John Sullivan, Investment Advisor  |  August 21, 2012

  The leaders of the four Broker-Dealers of the Year present their firms' unique value propositions to Editor John Sullivan while they are awarded their trophies by Editorial Director Jamie Green.

• 

  Pursuing Practice Excellence — The Big Picture: Video

  By John Sullivan, Investment Advisor  |  August 17, 2012

  On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.

• 

  Pursuing Practice Excellence — ActiFi’s Spenser Segal: Video

  By John Sullivan, Investment Advisor  |  August 16, 2012

  ActiFi founder and CEO Spenser Segal discusses the evolution of practice management in the past, and looks at what advisor practice management will come to be in the future.

• Unleash the Hounds

  By John Sullivan, Investment Advisor  |  July 24, 2012

  By hounds, we mean lawyers; not that we’re necessarily comparing lawyers to dogs, but the former do have something of a Pavlovian response to new regulation and the potential “opportunity” it affords … we’ll leave it at that.

• Northern Trust Swoops Into ETFs

  By John Sullivan, Investment Advisor  |  July 24, 2012

  When you think of Northern Trust, you probably don’t think of ETFs, but that’s about to change. ETF group head Shundrawn Thomas talked to AdvisorOne about how taking on the big guys isn't as hard as one might think.