James J. Green

• Game Changer

  By Staff Writer  |  May 1, 2009

  If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...

• The Future Is Now

  By Staff Writer  |  February 1, 2009

  When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...

• Moving On

  By James J. Green, AdvisorOne  |  November 1, 2008

  By James J. Green and Melanie Waddell Lo, how the mighty have fallen, and who knows where it will end? This year is turning out to...

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  Watch List

  By James J. Green, AdvisorOne  |  May 1, 2008

  Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...

• At the Summit

  By Kathleen McBride, AdvisorOne  |  April 1, 2008

  Given the uncertainty across the investment and economic universe over the past year, it is no small feat for separately managed account (SMA) portfolio managers...

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  The Fifth Annual IA 25: 2007

  By Editorial Staff  |  May 1, 2007

  When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.

• SMA Award Winners Revealed

  By Staff Writer  |  March 30, 2007

  Investment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.

• And The Winners Are...

  By James J. Green, AdvisorOne  |  March 21, 2006

  IA, S&P, and Prima Capital announce winners of second annual Separately Managed Accounts Awards

• Tax Resources on the Internet

  By Staff Writer  |  October 1, 2005

  For many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...

• Fantastic 5

  By James J. Green, AdvisorOne  |  September 1, 2005

  Broker/dealer representatives are honest when it comes to evaluating their own broker/dealers, but when given anonymity, as they have been in Investment Advisor's annual Broker/Dealer...