paint

• Independent Advisors Giving Back

  By Janet Levaux, AdvisorOne  |  December 20, 2012

• 

  Advisors Giving Back: Commonwealth’s Nelson Ball Does It All

  By Janet Levaux, AdvisorOne  |  November 28, 2012

  Financial advisor Nelson Ball has found many ways to support his community and a variety of causes.

• 

  Ivy League All-Star Investment Team: At Point Guard, Jeremy Lin

  By James J. Green, AdvisorOne  |  February 16, 2012

  Consider: If advisors act as asset allocation point guards for their clients, which Ivy Leaguers would you want on your team?

• 

  Gaining Clients, Part II: Making Your Office Communicate ‘You’

  By Mike Patton  |  January 17, 2011

  Your office itself helps make that all-important first impression to prospective clients. Here's what my office looks like, and communicates.

• Active Management: Is it Time?

  By J. Gibson Watson III, CIMA, Envestnet  |  May 4, 2010

  More than ever, financial advisors are pondering where to allocate client capital in today's market environment.

• The High Performance Coach: Building, and Restoring, Trust

  By Ray Sclafani  |  March 1, 2010

  All the world's a stage, And all the men and women merely players In this oft-quoted soliloquy from his comedy "As You Like It," Shakespeare shows the...

• Study: online retirement calculators don't suffice

  By Staff Writer  |  March 9, 2009

  Online retirement calculators paint a prettier picture than what's really needed to save for retirement. AARP's study of 12 online retirement planning calculators found all...

• 

  Is a bubble forming around generics?

  By Danielle Andrus, AdvisorOne  |  December 25, 2008

  Brian Laegeler of Morningstar is predicting a boom in generic drugs once Obama is settled in the White House. The president-elect's plans to increase insurance...

• 

  When Everything Old Is New Again: Election 2008

  By Bob Clark, AdvisorOne  |  November 10, 2008

  Well, the election is over, and the people have spoken: Barack Obama is the 44th President of the United States. He is, of course, our...

• Seeing the Boomers' Big Picture

  By Ed McCarthy, CFP  |  September 1, 2008

  The news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...