Danielle Andrus

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  12 Days of Outlooks: What Advisors Need to Know About 2013

  By James J. Green, AdvisorOne  |  December 19, 2012

  AdvisorOne’s editorial dozen of 2013 Outlook stories surveys economy, markets, retirement, practice management and tech future for advisors and their clients.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

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  The Good and Bad of Fiduciary Delay

  By Steve Weydert, CFP, MS  |  March 26, 2012

  On Sept. 19, 2011, the Department of Labor (DOL) withdrew proposed regulations that would have updated and expanded the definition of advisors who are considered fiduciaries to a retirement plan.

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  Steve Jobs and Advisors: His Legacy and Ongoing Influence

  By James J. Green, AdvisorOne  |  October 6, 2011

  Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.

• IRA Rollovers & Relationships

  By Janet Levaux, AdvisorOne  |  September 29, 2011

  A report released in early September by Spectrem focuses on a survey of nearly 1,000 investors who had recently made a rollover or had the opportunity to rollover assets, and found nearly one-third chose Fidelity as their IRA provider. Vanguard was a distant second at 11 percent.