investment solution

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  Top Portfolio Products: Genworth Introduces Turnkey Offering for Advisors

  By Marlene Y. Satter, AdvisorOne  |  February 1, 2013

  New products introduced over the last week include a new suite of four model portfolios from a team-up of Jefferson National and Braver Capital Management and a new fixed indexed annuity from Allianz Life.

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  For 403(b) Success, Combine Monitoring and Management

  By Guest Blogger  |  January 21, 2013

  For advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  Windrose Advisors’ John Haase on Branding and New Names

  By John Sullivan, AdvisorOne  |  October 23, 2012

  John Haase graced our cover in April 2011 to discuss a topic on many advisors’ minds—the move to independence.

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  Top Portfolio Products: INVEST Signs Credit Union; Gemini Adds 9 Funds

  By Marlene Y. Satter, AdvisorOne  |  January 6, 2012

  INVEST will now provide brokerage and investment services for Texans Credit Union, and Gemini Fund Services is adding nine funds to Northern Lights Variable Fund Trust.

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  Advisors Roam Far Afield in Search of Alternative Investments

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2011

  Alternative investments are grabbing financial advisors’ interest as a means to achieve portfolio goals. Where they are looking for these AIs may be surprising, because the biggest firms are not necessarily getting all the attention.