Joni Youngwirth

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  The 2013 Broker-Dealer Reference Guide

  By John Sullivan, Liana Roberts  |  May 28, 2013

  Raging bulls, skyrocketing energy production, baby boomer retirement—for such a seemingly volatile industry, in the past year, surprisingly little has changed.

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  Power in Practice: Wrapping Up

  By James J. Green  |  May 28, 2013

  Put everything in writing. Involve your staff more in the process. Identify your target market. Trust your instincts. Hire quickly. Trust your friends. Be yourself. You don’t have to have a perfect plan.

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  All About Joni

  By James J. Green, AdvisorOne  |  May 28, 2013

  "If there’s one thing I’ve learned about advisors, it’s this: If you want them to use something, put it in an Excel spreadsheet.”

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  Key Traits of Successful Practices

  By James J. Green, AdvisorOne  |  May 28, 2013

  Like most advisors, Joni Youngwirth is an inveterate searcher of wisdom.

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  The Advisor as Inspirer

  By Ellen Uzelac  |  April 29, 2013

  How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.

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  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

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  A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees

  By Ellen Uzelac  |  July 26, 2012

  How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.

• Pursuing Practice Excellence: The Conversation

  By James J. Green, AdvisorOne  |  July 24, 2012

  At Investment Advisor, we like to think that we do a pretty good job covering practice management.

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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.