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 9, 2013
David Wright might be soft-spoken with a professorial tone, but he didn’t hold back with his controversial comments at NAPFA’s Spring Conference 2013 about future trends and where the markets are headed.
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By John Sullivan, AdvisorOne |
May 9, 2013
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
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By John Sullivan, AdvisorOne |
May 9, 2013
The money I spent on a financial advisor was "the best investment I ever made," says one panelist.
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By John Sullivan, AdvisorOne |
May 9, 2013
Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.
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By John Sullivan, AdvisorOne |
May 8, 2013
Jon Sundt doesn’t have time for pleasantries. He’s in liquid alternatives, after all.
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By John Sullivan, AdvisorOne |
May 7, 2013
“2morrow I speak at Long-term Global Trends & Their Implications for the IMF,” Nouriel Roubini recently tweeted, which is typical, since he’s everywhere and seemingly always reacts to the latest financial crisis in real time.
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By John Sullivan, AdvisorOne |
May 7, 2013
Catlett claims the price of eating and owning a home has never been lower.
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By John Sullivan, AdvisorOne |
May 7, 2013
We’re in a retirement crisis, but it’s a “bit overblown.”
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By John Sullivan, AdvisorOne |
May 6, 2013
Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
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By John Sullivan, AdvisorOne |
May 5, 2013
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.