John Rafal

• Summer Conferences: Handling a Crisis

  By Janet Levaux, AdvisorOne  |  July 1, 2010

  Hollywood, Fla. -- At Pershing's Insite 2010 conference in June, three top financial advisors outlined the steps they've taken to succeed during the financial meltdown...

• At Pershing Insite Conference, Top Advisors Say They Thrived in Crisis

  By Janet Levaux, AdvisorOne  |  June 10, 2010

  John Rafal, who leads a group of 55 professionals with nearly $3 billion in assets under management (AUM), spoke to more than 1,000 advisors during a panel discussion on Thursday, June 10, at the Pershing Insite 2010 conference in Hollywood, Florida.

• The 2009 forward thinking five

  By John Sullivan, Advisorone  |  December 1, 2008

  What's ahead for 2009 and beyond, specifically for baby boomers and the advisor business? The market meltdown, a new administration and more problems with Wall...

• Burning the midnight oil

  By John Sullivan, Advisorone  |  November 6, 2008

  In light of the AIG uproar, broker/dealer Woodbury Financial Services announced it will cancel upcoming "lavish" incentive trips due to the current economic crisis. The...