John Sullivan

• Vanguard Looks at Ethnicity, Savings

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  Recent Vanguard research on diversity and retirement savings concluded that African-Americans and Hispanics are more likely to take loans and hardship withdrawals from their 401(k) plan accounts than whites and Asians.

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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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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  Fly Like an Eagle

  By John Sullivan, Advisorone  |  April 24, 2012

  Calling First Eagle Funds an “overlooked manager” is a bit like calling Warren Buffett poor or Bill Gross pedestrian; it just doesn’t fit.

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  SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow

  By Editorial Staff  |  March 26, 2012

  The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.

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  3 Reasons Advisors Should Jump on iPad Bandwagon

  By Liz Davidson, Financial Finesse  |  March 21, 2012

  The new iPad, and the growing use of such tablets, is part of a trend that every business owner and advisor should be keeping a close eye on in order to continue to grow their business.

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  Dividends and the End of the Retirement Crisis; Easing Economic Pressure: March Investment Advisor—Slideshow

  By Editorial Staff  |  February 23, 2012

  Everyone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.

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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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  Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 28, 2011

  It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives?