About Us

AdvisorOne.com is the ultimate online destination, featuring all the news, in-depth analysis, market data, tools and networking opportunities advisors need to transform their business – and their bottom line. Responding to the needs of advisors for a single site source of information, the Website delivers content and data assets from Summit Business Media's Investment Advisory Group, combined with contributions from industry experts and relevant content aggregated from across the Web. AdvisorOne is powered by industry-leading brands Investment Advisor and Research magazine and previously published Wealth Manager and Boomer Market Advisor.

Investment Advisor Magazine

Since 1980, independent and independent-minded advisors have turned to Investment Advisor for the unbiased news, information, and analysis that they need to grow and run their practices and to provide the best investment advisory and financial planning choices for their clients. Whether it's wealth management, alternative investments, retirement planning, technology, or practice management, and whether the advisor is a broker/dealer rep or an independent RIA, Investment Advisor remains the leading media valued partner in helping that advisor become and remain successful.

Research Magazine

Since its start in 1978, Research magazine has supported the interests of financial advisors nationwide. The publication’s practical columns and features are designed to help advisors boost their client-centric business. The magazine highlights the latest information on financial tools, like ETFs, and important trends that affect today’s advisors and clients, such as compensation and regulation. The publication is full of advice on how advisors can improve their practice, and readers work for both full-service national securities firms and regional and independent firms.


James J. Green James J. Green is the Group Editorial Director of the Investment Advisory Group at Summit Business Media, with an overall editorial responsibility for AdvisorOne.com, as well as Investment Advisor and Research magazines. He has nearly 30 years of experience in print and electronic journalism, with more than a dozen years covering the investment advisory industry. For nine years he worked at The New York Times, where he was editor of TimesFax, an electronic version of the newspaper of record now known as Times Digest. He joined what was then Dow Jones Investment Advisor in 1999 as managing editor, was appointed Executive Editor of Investment Advisor magazine in 2000, Editor in 2002, Editor-in-Chief in 2005, and Editorial Director of Investment Advisor and Wealth Manager in 2008 before assuming his current position in 2009. He holds a bachelor's degree in philosophy from St. Hyacinth College in Granby, Massachusetts, and studied theology on the graduate level at St. Anthony-on-the-Hudson, Rensselaer, New York. James can be reached at jgreen@sbmedia.com

John Sullivan John Sullivan is the Editor-in-Chief of Investment Advisor magazine and the editor of the Retirement Channel for AdvisorOne.com. 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. John can be reached at jsullivan@sbmedia.com

Gil Weinreich Gil Weinreich is the Editor-in-Chief of Research magazine. Prior to working in the financial services industry, he was an international news reporter for Voices of America (VOA) and also worked at U.S. News & World Report, producing the weekly letters page. Gil has been at Research since 1997 and has been recognized with awards for Excellence in Financial Journalism in 2003 and 2004 for his column, "The Ethical Advisor." He has also been a speaker, panelist, and moderator at financial industry conferences and in 2010 published his first book, Who Really Wrote the Bible? He received his Bachelor's degree from U.C. Berkeley in political science and studied international relations at the graduate level at American University in Washington, D.C. Gil can be reached at gweinreich@sbmedia.com

Ron Pechtimaldjian Ron Pechtimaldjian is senior editor of AdvisorOne. Previously, he was an editor at The New York Times News Service for 18 years, editing TimesDigest, a daily digest of the paper distributed worldwide, and International Weeklies, a distilled broadsheet version of The Times included in foreign- and English-language papers across the globe. Prior to working at The Times, he owned and operated Multi Vision Productions, a video production company in Washington, D.C. , where he directed and edited a cable TV news magazine show called "Focal Point." Ron received a B.S. in Communications from University of Texas at Austin. He also attended University of London, studying Art, Architecture and Theater. Ron can be reached at rpech@sbmedia.com

Katie Rass Katie Rass is the managing editor of AdvisorOne. Previously, she edited breaking financial news at Dow Jones Newswires. She has also worked as an editor at The New York Times News Service and on the financial desk of the International Herald Tribune in Paris. She has a bachelor's degree in journalism and Spanish from the University of Wisconsin-Eau Claire. Katie can be reached at krass@sbmedia.com

Kenneth Silber Kenneth Silber is a senior editor at Research magazine. His work on science, economics and history has appeared in a variety of publications, including The Wall Street Journal and The New York Post. He has appeared frequently on the Gabe Wisdom Show on the Business Talk Radio Network. Kenneth can be reached at ksilber@sbmedia.com

Melanie Waddell Melanie Waddell is the Washington Bureau Chief and Editor of the Practice Channel on AdvisorOne.com. She has been a financial reporter for nearly 20 years. Early in her career, Melanie covered financial issues at American Banker in Washington. For the past 15 years, Melanie has been covering investment-related issues, entering the advisor universe in a senior level editorial position at American Banker/Thomson Media in both Washington and New York. After seven years at Thomson, now Reuters, Melanie joined the Investment Advisor team. Melanie has been a columnist for Investment Advisor for nine years, and holds a Bachelor's degree in English from Towson University. Melanie can be reached at mwaddell@investmentadvisor.com

Danielle Andrus Danielle Andrus is the Managing Editor of Investment Advisor magazine. She has been a part of the publishing industry for five years, covering the advisory industry for the last three years. Danielle has a BA in Economics from the University of California, Santa Cruz, and is a member of the Society of Professional Journalists. Danielle can be reached at dandrus@sbmedia.com

Janet Levaux Janet Levaux, MBA/MA, is the managing editor of Research magazine. She has worked as a features editor and writer for Investor's Business Daily and a community news editor and columnist for The Contra Costa Times. Janet can be reached at jlevaux@sbmedia.com

Joyce Hanson Joyce Hanson has been an associate editor at AdvisorOne.com since the summer of 2010, and has covered business, finance and economics since 1992. Formerly a contributing writer with Crain's New York Business, Hanson also has served in editorial positions with Dow Jones Newswires, The Bond Buyer, and the Central Penn Business Journal. In addition, her experience includes several years as fixed-income research editor for J.P. Morgan Chase & Co.'s investment bank. She has won business reporting awards from the Society of Professional Journalists' Keystone State Chapter as well as the Pennsylvania Bar Association. Hanson has a master's degree from the Medill School of Journalism at Northwestern University. Joyce can be reached at jhanson@sbmedia.com

Liana Roberts Liana Roberts is the Research Editor of Investment Advisor magazine. Liana can be reached at lroberts@sbmedia.com

Advertisement. Closing in 15 seconds.