John

• 

  Magnetic Personality

  By Jane Wollman Rusoff  |  February 24, 2012

  Do you like grilled octopus? You’d love my octopus!

• 

  Buy-Sell Agreements: Avoiding Transfer-for-Value Problems

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 25, 2011

  Transfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.

• Financial Literacy Brigades

  By Gil Weinreich, AdvisorOne  |  November 1, 2010

  I usually look forward to long plane rides as an opportunity to catch up on some reading. And so it was on a recent cross-country...

• Summer Conferences: Asking the Consumer

  By Gil Weinreich, AdvisorOne, Gil Weinreich, AdvisorOne  |  July 1, 2010

  Huntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...

• Securities America Showcases Consumer Panel at Confab

  By Gil Weinreich, AdvisorOne, Gil Weinreich, AdvisorOne  |  June 8, 2010

  Consultant Chip Roame brings unscripted "Ask the Consumer" panel to Securities America annual conference in California.

• 

  The Best Defense

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  May 24, 2010

  An advisor named John posted the following question to my April 20th "Definition of Character" blog: "In your scenario, does it preclude the RIA from...

• Three top managers on what you need to know

  By John Sullivan, AdvisorOne  |  September 1, 2006

  It's no shock that a cloud of pessimism hangs over the mutual fund industry. But a strengthening economy at home and stellar returns in the...

• Family Planning

  By Robert F. Keane  |  July 1, 2005

  Faith and family are the cornerstones of Paul Hixson's life and, by extension, the financial planning profession. The family part is easy to see, since...

• All in the Family

  By Staff Writer  |  February 1, 2000

  When New Hampshire's Susan John does it her way, t