James J. Green

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  2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow

  By Editorial Staff  |  April 24, 2012

  May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.

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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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  Dychtwald and Retirement Reset; Gold’s New Environment: December Investment Advisor—Slideshow

  By Editorial Staff  |  November 28, 2011

  How is the "new retirement paradigm" holding up in the new normal?

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  How Do You Transition More Clients Than You Have? By Doing It Right

  By Bob Clark, AdvisorOne  |  October 25, 2011

  Larger advisory firms usually get that way by offering better services than smaller ones.

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  At Pershing Insite: George Bush, Bill Belichick, Richard Hoey Featured Speakers

  By James J. Green, AdvisorOne  |  June 7, 2011

  Attendance is up at annual conference, to nearly 2,000; focus on economics, politics, investing and regulation.

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  Talking to Clients About Turmoil: Evensky, Cortazzo, Springer & More—a Slideshow

  By Editorial Staff  |  March 17, 2011

  At times of crisis and market volatility, the best advisors reach out to their clients proactively. That’s the case with the six leading advisors that AdvisorOne editors contacted to hear what they’re telling clients now, and how.

• Best of AdvisorOne: Top 5 ETF Articles—Volatility and Oil ETFs

  By James J. Green, AdvisorOne  |  January 27, 2011

  Most widely read stories in January include a new volatility ETF and the effect of rising oil prices for energy ETFs.

• Top 5 Most Read Stories: LTC Tax Changes; PIMCO's Gross on Bond Market

  By Editorial Staff  |  November 12, 2010

  These are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 8.

• Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend Interview

  By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne  |  May 22, 2010

  FPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.

• Clear Thinkers

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  April 1, 2010

  "The value of due diligence is greater now than it ever has been," says J. Gibson Watson III, president of Prima Capital Holding, and the...