Gib Watson

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  Heritage Planning Pt. 8, Bringing Families Together Financially

  By Cameron Thornton, The GenUS Collaborative  |  April 18, 2012

  The Family Bank: how to build it; what it accomplishes for each family.

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  Envestnet Closes on Prima Capital Acquisition

  By James J. Green, AdvisorOne  |  April 9, 2012

  Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.

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  Separately Managed Accounts and Advisors: AdvisorOne Special Report

  By James J. Green, AdvisorOne  |  April 1, 2011

  A month-long look at the best SMA managers, the state of the SMA industry, and how advisors are using SMAs in client portfolios.

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  Wirehouse Firms Still Lead in Assets, Data Show

  By Janet Levaux, AdvisorOne  |  October 1, 2010

  The four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research...

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  Welcome to AdvisorOne.com: The Soft Launch

  By James J. Green, AdvisorOne  |  September 16, 2010

  Welcome to the soft launch of AdvisorOne.com, a new site that the editors of Investment Advisor, Research, Wealth Manager, Boomer Market Advisor and AdvisorBiz have created for advisors.

• Wirehouse Assets: Still on Top, But Losing Market Share

  By Janet Levaux, AdvisorOne  |  August 31, 2010

  The four largest broker-dealers have about 60%, or $1.1 trillion, of the industry's managed assets, down from 64% last year, according to a recent study.

• Wirehouse Assets: Still Leading, but Losing Market Share

  By Janet Levaux, AdvisorOne  |  August 31, 2010

  The four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research report just issued by the Money Management Institute and Dover Financial Research.

• The Best Separate Account Managers

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  March 24, 2005

  From S&P, Prima Capital, and Investment Advisor: The winners of the first SMA Awards