Joni Youngwirth

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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.

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  Pursuing Simplicity

  By Ellen Uzelac  |  March 26, 2012

  The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.

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  Commonwealth Financial Reports Top-Line Growth for Reps in Coaching Program

  January 26, 2012

  The 40 participants in BD’s inaugural Power in Practice program saw GDC increase by an average of 24% to 44% over nonparticipants, company reports.

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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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  Want a More Efficient Practice? Examine Your Core Processes

  By Joni Youngwirth  |  October 1, 2011

  If you’re intent on increasing your firm’s efficiency, you’re no doubt aware of the importance of documenting your processes and procedures.