Kathleen McBride, AdvisorOne

About the Author

Kathleen McBride, AdvisorOne

Kathleen M. McBride, AIF ® is the Wealth Editor in Chief at AdvisorOne.com and was Editor in Chief at Wealth Manager, and Wealth ManagerWeb.com, (now part of AdvisorOne.com). She was Senior Editor at Investment Advisor. She has worked in journalism on-air, in print, and on the Web. She is a founder of The Committee for the Fiduciary Standard, working to ensure that investors have access to financial advice that is in their best interests.

After beginning her career on Wall Street as a broker, bond trader and then an investment advisor at a major bank, she ran new-media startups and developed interactive financial content with major media companies. McBride holds a BA from New York University and has completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania. She is an Accredited Investment Fiduciary with the Center for Fiduciary Studies.

• Advisors Prefer RIA Oversight by SEC

  By Kathleen McBride, AdvisorOne  |  May 4, 2011

  The majority of RIAs are willing to pay OCIE a fee for examinations.

• Advisors Prefer SEC for RIA Oversight

  By Kathleen McBride, AdvisorOne  |  May 4, 2011

  The Top Wealth Managers Survey shows that the majority of RIAs are willing to pay OCIE a fee for examinations.

• 

  Ken Fisher, Fisher Investments: The Extended 2011 IA 25 Profile

  By Kathleen McBride, AdvisorOne  |  May 4, 2011

  As the founder, CEO and chief investment officer of Fisher Investments, Ken Fisher is known for his investment savvy.

• 

  Ron Carson Talks About LPL Shift and New RIA, BD

  By Kathleen McBride, AdvisorOne  |  May 2, 2011

  Carson Wealth Management Group’s founder discusses the way his firm is different, and how he still expects to be ‘great partners into the future’ with LPL.

• 

  Carson Wealth Management to Leave LPL, Launch Independent RIA, BD

  By Kathleen McBride, AdvisorOne  |  May 2, 2011

  Carson Wealth's CEO Ron Carson says that the RIA is to be launched in July, followed by the BD in late 2011.

• 

  SEC and the Fiduciary Study: Where Do We Go From Here?

  By Kathleen McBride, AdvisorOne  |  May 1, 2011

• UBS to Pay FINRA Fine and Restitution to Investors in Lehman PPNs

  By Kathleen McBride, AdvisorOne  |  May 1, 2011

• 

  Politics and Process: SEC and the Fiduciary Study—Slideshow

  By Kathleen McBride, AdvisorOne  |  May 1, 2011

  AdvisorOne Wealth Editor in Chief Kathleen McBride has closely followed the Securities and Exchange Commission's study on whether to extend a fiduciary standard to all advice givers in her series, SEC and the Fiduciary Study.

• Estate Planning Expert Cautions on Tax Shelter Use

  By Kathleen McBride, AdvisorOne  |  April 29, 2011

  At Conference on Philanthropy, Jonathan Ackerman says some shelters can harm clients.

• 

  Kim Wright-Violich to Leave Schwab Charitable June 30

  By Kathleen McBride, AdvisorOne  |  April 29, 2011

  As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.