The Retiree

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  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.

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  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

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  Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife Says

  By Joyce Hanson, AdvisorOne  |  April 26, 2013

  The unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.

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  Retirement Research Roundup: Savings, Not Income, Biggest Driver of Retirement Success

  By Danielle Andrus, AdvisorOne  |  April 26, 2013

  Americans are on track to replace about 61% of their income in retirement, a Putnam survey found.

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  Consumers Looking Long Term but Not Taking Action

  By Danielle Andrus, AdvisorOne  |  April 23, 2013

  Consumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.

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  The CFPB Warning on Senior Designations: Off the Mark

  By Bob Clark, AdvisorOne  |  April 23, 2013

  Is cracking the whip on deceptive seminars for seniors really the most important issue a Consumer Financial Protection Bureau should be pursuing?

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  What Does Your Style Say to Your Clients?

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 22, 2013

  Gone are the days of the “guy in a black suit.”

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  Financial Industry, Advisors Fail Women: Allianz

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study finds a startling increase in the number of women seeking financial advice.

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  T. Rowe Social Security Calculator Shows Strategies to Boost Benefits

  By Joyce Hanson, AdvisorOne  |  April 22, 2013

  T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.