2012 IA 25

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  Tom Nally: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Having spent nearly 20 years serving registered investment advisors in TD Ameritrade’s RIA segment, Tom Nally is ready to face what may be his greatest challenge.

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  Robert Pozen: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 11, 2012

  As chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans’ retirement assets.

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  Richard Lampen: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 10, 2012

  A person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firm’s sea change in strategy occurred only a few years ago, after all.

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  Michael Kitces: The 2012 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 9, 2012

  One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.

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  Mary Schapiro: The 2012 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 8, 2012

  On two of the top issues affecting the investment advisory space, Mary Schapiro, chairman of the Securities and Exchange Commission, is adamant: Brokers should be held to a fiduciary mandate and a self-regulatory organization to help the agency examine advisors must be explored.

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  Jon Henschen: The 2012 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 7, 2012

  Jon Henschen, president of Henschen & Associates, a broker-dealer recruiting firm, likens the torrent of regulatory changes the industry has seen recently to “having a cut on your finger, and they’re cutting your arm off to repair it.”

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  John Peluso: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 4, 2012

  It probably would have been easier just to ask John Peluso what he hasn’t done during his tenure at Wells Fargo.

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  John Bogle: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 3, 2012

  There’s something reassuring about John Bogle’s passion and the fact that it hasn’t waned with age.

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  Eric Clarke: The 2012 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 2, 2012

  In our industry, technology has allowed advisors to go out on their own as independent investment advisors and still provide their clients the same level of service that the wirehouses have traditionally provided.

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  Mohamed El-Erian: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 1, 2012

  Within the first minute of meeting Mohamed El-Erian, you understand why his company, PIMCO, and the man, is so successful.