Joyce Hanson

• 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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  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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  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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  Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

  By James J. Green, AdvisorOne  |  March 22, 2012

  AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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  Fiserv Launches Online Retirement Illustrator Tool

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

  Fiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.

• Equity Funds Rose Nearly 9% in ‘Q4; They Declined 6%, Though, in 2011

  By Janet Levaux, AdvisorOne  |  February 1, 2012

  The last few months of 2011 entailed sovereign-debt issues in Europe, partisan gridlock and other tough scenarios, but the average equity fund still improved 8.73 percent in fourth quarter, according to Lipper.

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  Outlook 2012: Key to Alternative Investing Is More Diversification

  By Gil Weinreich, AdvisorOne  |  December 19, 2011

  Last year's choices for top alternative investments didn't fare so well and a change to a more diversified strategy may be the way to go in 2012.

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  Shakespeare Nails the Supercommittee: News Analysis

  By Gil Weinreich, AdvisorOne  |  November 22, 2011

  Of the whole sorry saga, from the debt-ceiling deadline to the supercommittee deficit impasse, Shakespeare seemed to say of our national economic life that it is “a tale told by an idiot, full of sound and fury, signifying nothing."

• IRA Rollovers & Relationships

  By Janet Levaux, AdvisorOne  |  September 29, 2011

  A report released in early September by Spectrem focuses on a survey of nearly 1,000 investors who had recently made a rollover or had the opportunity to rollover assets, and found nearly one-third chose Fidelity as their IRA provider. Vanguard was a distant second at 11 percent.

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  Remembering 9/11: Ten Years After

  By James J. Green, AdvisorOne  |  September 9, 2011

  AdvisorOne commemorates the 10th anniversary of the Sept. 11, 2001 attacks, with new and archived content from our print and online publications through the years.