Spenser Segal

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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.

• The Breakfast Club

  By John Sullivan, AdvisorOne  |  March 1, 2012

  The orgy of pessimism from keynote speakers at TD Ameritrade’s recent conference in Orlando had organizers double-stocking the hotel minibars.

• Tech Execs Look to the Future: TD Ameritrade Conference

  By John Sullivan, AdvisorOne  |  February 3, 2012

  A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.

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  Ramping Up

  By Ellen Uzelac  |  September 29, 2011

  Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.

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  Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor—Slideshow

  By Editorial Staff  |  June 27, 2011

  July brings our succession planning issue.

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  New AdvisorOne Tool From ActiFi Offers Free Business Evaluations

  By Marlene Y. Satter, AdvisorOne  |  June 16, 2011

  Business Evaluator app designed by ActiFi and customized for AdvisorOne readers helps advisors evaluate their current practices and plan for the future

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  Spenser Segal, ActiFi: The Extended 2011 IA 25 Profile

  By James J. Green, AdvisorOne  |  May 19, 2011

  For some time now, most advisors have understood that the key to growth, the key to success, is to turn their practices into businesses.

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.