Jamie Green

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  Some Questions—and Answers—on the Spencer Bachus SRO Bill

  By David Tittsworth, IAA  |  May 14, 2012

  Some of the answers: FINRA is the only viable option that has been identified as an SRO and, as Mercer Bullard commented, "the bill would impose a tax on small advisory businesses...and mainstream investors they represent."

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  Building Bridges; Global Tech; Profit in Any Direxion: February Investment Advisor—Slideshow

  By Editorial Staff  |  January 25, 2012

  Succession planning is a hot topic nowadays, and as the advisors who led the industry grow old and retire, younger advisors are looking for their spot in the industry.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Spreading Word on Spread of Alternatives: Schwab Impact Roundtable

  By John Sullivan, Advisorone  |  November 3, 2011

  A roundtable discussion moderated by AdvisorOne’s Jamie Green at the Schwab Impact 2011 conference in San Francisco on Wednesday tackled the increasing use of alternative investments by advisors and clients.

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  At Schwab Impact 2011, Big Names Appear, Big Themes Predominate

  By James J. Green, AdvisorOne  |  October 31, 2011

  Bill Gross, Tony Blair, Maria Bartiromo and Chuck himself welcome advisors to Schwab’s hometown for Impact 2011.

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  3 Things Advisors Can Learn From Steve Jobs

  By Liz Davidson, Financial Finesse  |  October 26, 2011

  The Apple co-founder's lessons for how advisors can better communicate and serve their clients.

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  Perfecting the Business of Advice

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

  What are the characteristics of the most successful advisor firms?

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  Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 27, 2011

  Frank Maiorano, Trust Company of America’s new CEO, is leading the firm’s growth initiative with an innovative technology play that may well “forever change the way wealth management is performed.”

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  On 9/11 Anniversary, 2011 Broker-Dealer of the Year Honorees Reflect

  By John Sullivan, Advisorone  |  September 8, 2011

  The four men who won Investment Advisor's Broker-Dealer of the Year honors were asked to reflect on this solemn 10th anniversary of the Sept. 11, 2001, attacks.