Dan Inveen

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  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

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  Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 21, 2012

  The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

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  Advisors Feel Pinch of Compensation Squeeze

  By Ellen Uzelac  |  September 25, 2012

  Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.

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  Breakaway Brokers May Be Driving Up AUM Fees

  By Bob Clark, AdvisorOne  |  August 29, 2012

  Answering one CPA/advisor reader's query about raising fees prompts a closer look at fees over all: Charge more? Charge separately? How will clients react? All is revealed

• Pursuing Practice Excellence: The Conversation

  By James J. Green, AdvisorOne  |  July 24, 2012

  At Investment Advisor, we like to think that we do a pretty good job covering practice management.

• Upping the Ante

  By Bob Clark, AdvisorOne  |  June 26, 2012

  In my April 3 blog (See “What Morningstar’s FeeCheck Tells Us About AUM Fees,” AdvisorOne.com), I wrote that because FeeCheck is based primarily on data from brokers, the high AUM fee levels it references and recommends—from 1.6% to 2.5% on a vanilla portfolio—don’t reflect what’s currently being charged in the...

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  Mark Tibergien: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 23, 2012

  Mark Tibergien has been on the IA 25 list every year since it’s been published, and his sharp mind, insight into the advisory world and passion for the profession hasn’t abated over those years.

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow

  By Editorial Staff  |  March 26, 2012

  The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.