Ross Levin

  • Thirty for Thirty

    By Staff Writer  |  May 1, 2010

    We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...

  • Know when to say "no"

    By Danielle Andrus, AdvisorOne  |  July 23, 2008

    Some clients make for a rich working relationship while others are just bad business. Mary Rowland talks with advisor Ross Levin in her book "Best...

  • Evolving Visionary

    By Nancy R. Mandell  |  June 1, 2008

    Ross Levin, the man behind The Wealth Management Index--the book and process that have influenced nearly a generation of financial advisors--is really a people person....

  • Panic Prevention

    By Karen Kroll  |  November 1, 2007

    If any economic environment could put the theory of the "rational economic man" to the test, surely this would be one. At the end of...

  • Contrarian Course

    By Vanessa Drucker  |  September 1, 2007

    "Mary, Mary, quite contrary, how does your garden grow?" Who doesn't know that the nursery rhyme contrarian had her silver bells and cockleshells and pretty...

  • Five Years of Excellence

    By Staff Writer  |  May 1, 2007

    The IA 25 marks its fifth anniversary in 2007, and each year it gets harder to limit the number of influential people to just 25....

  • Group Think

    By Kara P. Stapleton  |  November 1, 2006

    The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and...

  • The First Annual IA 25: 2003

    By Editorial Staff  |  May 1, 2003

    Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...

  • Santa's Reading List

    By Marlene Y. Satter, AdvisorOne  |  December 1, 2001

    What are you putting under your clients' trees thi

  • Give It Up

    By Staff Writer  |  December 1, 2000

    As Americans pile up wealth, the family foundation

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