Sheryl Garrett

• 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...

• Reform Debate on Fiduciary Standard for FAs Heats Up

  By Jane Wollman Rusoff  |  December 9, 2009

  Perhaps the most controversial aspect of the bill would require brokers, and any other financial professionals holding themselves out as advice-givers, to adhere to a fiduciary standard similar to that of registered investment advisors.

• Clark at Large: These Guys Are Good

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  September 1, 2009

  Did you ever get the haunting feeling that something was going too well? That's how I'm starting to feel about the reregulation of the advisory...

• Fiduciary Committee Huddles with SEC

  By James J. Green, AdvisorOne  |  September 1, 2009

  The Committee for the Fiduciary Standard, which includes WealthManagerWeb.com Editor in Chief Kate McBride, held face-to-face-meetings with two SEC Commissioners, Congressional staffers, and a Treasury...

• Fiduciary to the Forefront

  By Robert F. Keane  |  July 16, 2009

  A committee calling for an authentic standard throws down the gauntlet

• Military Advice

  By Marie Swift  |  December 1, 2008

  The Heroes Earnings Assistance and Relief Tax Act of 2008 implements numerous changes to the federal tax code that benefit military personnel and their families....

• Retirement Planning for the Woman Who's Alone

  By Jane Wollman Rusoff  |  November 1, 2008

  An unfettered single life has its pluses; but women who are on their own financially -- never-married, widowed, divorced or unwed and living with a...

• 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....

• Ready--or Not

  By Joseph Finora  |  February 1, 2007

  Like our universe itself, the idea of what constitutes retirement is regularly expanding. While retirement remains for most clients the 'Last Frontier,' it is no...

• The IA 25

  By Staff Writer  |  May 1, 2005

  Groucho Marx once famously proclaimed that he wouldn't care to join any club that would include him as a member. So what are we to...