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 5, 2013
At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
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By John Sullivan, AdvisorOne |
May 4, 2013
Speaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.
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By John Sullivan, AdvisorOne |
May 4, 2013
At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.
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By John Sullivan, AdvisorOne |
May 4, 2013
People experience change differently when they have healthy conversations about change, says expert.
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By John Sullivan, AdvisorOne |
May 4, 2013
“It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”
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By John Sullivan, AdvisorOne |
May 4, 2013
“It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.
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By John Sullivan, AdvisorOne |
May 3, 2013
Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet | Prima Senior Investment Analyst Jessica Leoncini about the research behind the selection of the nominees and winners in the Fixed Income category.
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By John Sullivan, AdvisorOne |
May 3, 2013
Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”
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By John Sullivan, AdvisorOne |
May 3, 2013
Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Investment Analyst Chris Devaney about the research behind the selection of the nominees and winners in the Mid-Cap Equity category.
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By John Sullivan, AdvisorOne |
May 3, 2013
In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Senior Vice President Ken Shaw about the research that goes into selecting the nominees and winners of the SMA Managers of Year.