John Sullivan

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  A New Platform for Alternatives; Finding Safety for Small BDs: December Investment Advisor—Slideshow

  By Editorial Staff  |  November 20, 2012

  Another year is gone and with the December issue of Investment Advisor comes a look at a new platform to help advisors manage alternative investment assets.

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  Advisor Marketing and Social Media: No Job for Amateurs

  By Angie Herbers  |  November 8, 2012

  Want to build and protect your brand? Get professional help. Here’s one firm you should check out if you’re serious about using tech tools to market yourself.

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

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  Why Focus Only on the Surface Costs of Fiduciary Advice?

  By Bob Clark, AdvisorOne  |  September 4, 2012

  It’s time we started talking about what financial consumers are giving up in return for their “free” advice.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: Video

  By John Sullivan, Investment Advisor  |  August 28, 2012

  Editor-in-Chief John Sullivan talks to the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year about customizing solutions for advisors and the importance of culture in a firm’s success.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—Barry Knight: Video

  By John Sullivan, Investment Advisor  |  August 27, 2012

  Editor-in-Chief John Sullivan talks to the president and CEO of NEXT Financial Group and Division III winner of the 2012 Broker-Dealers of the Year about his firm’s culture and whether the succession planning message is sinking in.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—David Pintaric: Video

  By John Sullivan, Investment Advisor  |  August 24, 2012

  Editor-in-Chief John Sullivan talks to the president of WRP Investments Inc. and Division II winner of the 2012 Broker-Dealers of the Year about running a family firm and transitioning firms from one generation to the next.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—David Stringer: Video

  By John Sullivan, Investment Advisor  |  August 23, 2012

  Editor-in-Chief John Sullivan talks to the president of Prospera Financial Services and Division I winner of the 2012 Broker-Dealers of the Year about personalized service and working efficiently with fewer resources.

• Advisor Group to Acquire Woodbury

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  Advisor Group, part of the SunAmerica Financial Group, said in late July that it planned to buy Woodbury Financial Services from The Hartford.

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  2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—Slideshow

  By Editorial Staff  |  August 21, 2012

  September is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.