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.
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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.
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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.
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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.
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By John Sullivan, AdvisorOne |
May 19, 2013
MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.
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By John Sullivan, AdvisorOne |
May 17, 2013
If you like your compliance talk spiced up with frankness and salty language, Tom Giachetti of Stark & Stark is your man.
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By John Sullivan, AdvisorOne |
May 15, 2013
At the IMCA conference in Seattle in early May, Meir Statman, the Santa Clara University professor of finance and behavioral economics, talks with Investment Advisor editor John Sullivan about advisors and client psychology.
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By John Sullivan, AdvisorOne |
May 15, 2013
If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.
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By John Sullivan, AdvisorOne |
May 14, 2013
What’s with this Facebook thing? It’s a question answered by more plan sponsors.
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By John Sullivan, AdvisorOne |
May 14, 2013
Nationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.
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By John Sullivan, AdvisorOne |
May 14, 2013
The arrest is the latest in a string of high-profile apprehensions by Britain's Financial Conduct Authority.