Investment Advisor Group

• 

  2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Boston’s GW&K Investment Management about their award in the Fixed Income category.

• 

  2013 SMA Managers of the Year Revealed at Envestnet Conference

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The 2013 SMA Managers of the Year were announced at Envestnet’s 2013 Advisor Summit Wednesday afternoon in Chicago.

• 

  Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.

• 

  Top 10 Winners of Best Wealth Manager Logos Poll

  By Ron Pechtimaldjian, AdvisorOne  |  April 24, 2013

  With 2,051 votes tallied, readers have selected the 10 Best Wealth Manager Logos out of the 25 finalists.

• 

  Our 20 Favorite Top Wealth Manager Logos

  By Editorial Staff  |  February 6, 2013

  What makes your firm stand out? Out of the 230 logos AdvisorOne gathered from our annual Top Wealth Managers listing and survey, our editors and art directors chose 20 designs that hit the mark.

• What You Told Me and Each Other

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

  A key part of an editor’s job is to know his readers, and over the past month I’ve had the opportunity and privilege to get to know Investment Advisor and AdvisorOne.com’s readers quite a bit better.

• 

  Advisors Going Independent: The Issues, the Costs, the Payoffs

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

  A Sept. 25 Web seminar featuring Tom Giachetti, Tim Welsh and David Patchen addresses the key issues for any advisor looking to 'break away' from a wirehouse, change broker-dealers or go completely independent as a RIA.

• 

  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

• 

  Pursuing Practice Excellence: The Industry Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  June 26, 2012

  In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.

• 

  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.