John Sullivan

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  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

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  2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Boston’s GW&K Investment Management about their award in the Fixed Income category.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• Phoenix Report Shows Channel Distinctions

  By Janet Levaux  |  April 29, 2013

  There’s no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and it’s an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.

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  Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013

  By James J. Green, AdvisorOne  |  March 1, 2013

  For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.

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  AdvisorOne to Report Live From FSI OneVoice 2013

  By James J. Green, AdvisorOne  |  January 25, 2013

  Two AdvisorOne editors will be writing, tweeting and live blogging from the Financial Services Institute’s annual gathering of broker-dealer executives.

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  What to Do When Clients Think Twice; Making Small Caps Work for You: February Investment Advisor—Slideshow

  By Editorial Staff  |  January 21, 2013

  What’s happening in your clients’ minds when they can’t commit to a plan that you both know they need?

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  Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 21, 2012

  The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.

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  12 Days of Outlooks: What Advisors Need to Know About 2013

  By James J. Green, AdvisorOne  |  December 19, 2012

  AdvisorOne’s editorial dozen of 2013 Outlook stories surveys economy, markets, retirement, practice management and tech future for advisors and their clients.

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.