Sullivan

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  Fed Holds Rates, QE in Place as Congress Holds Budget Hostage

  By Joyce Hanson, AdvisorOne  |  March 20, 2013

  In its efforts to prop up the economy by keeping interest rates down, the Fed will keep buying $85 billion a month in Treasury and mortgage-backed securities.

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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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  Bernanke to Senators: Don’t Dawdle in Addressing Fiscal Cliff

  By Melanie Waddell, AdvisorOne  |  July 17, 2012

  Fed Chairman Ben Bernanke signaled to senators on Tuesday that more quantitative easing measures might be taken and urged lawmakers to not dawdle in addressing the nation’s fiscal woes.

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  Fees and Fiduciary: Good Business, Bad Marketing, Pt. 2

  By Michael E. Kitces  |  June 29, 2012

  What do today’s affluent investors really want? One implication of the Sullivan/Northstar research: advisors who frequently talk about fiduciary could actually reduce trust with prospective clients.

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  Fees and Fiduciary: Good Business, Bad Marketing, Pt. 1

  By Michael E. Kitces  |  June 15, 2012

  Some of the words advisors use most commonly to inspire trust, like "fee-based" or "fiduciary," are actually some of the most negative and confusing words in the advisors’ lexicon, from the perspective of the client.

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  Affluent Investors’ Confidence Slowly Rebounds, but Loyalty to Advisors in Flux

  By Michael S. Fischer  |  March 28, 2011

  Many affluent investors are still risk averse and not confident about reaching their financial goals despite the significant rise in equity markets since September 2008, according to a new survey by Northstar/Sullivan.

• Hail to the Chief-Elect

  By Staff Writer  |  November 21, 2006

  Mark Johannessen, managing director of Sullivan, Bruyette, Spero & Blayney in McLean, Virginia, has been named President-Elect of the Financial Planning Association for 2007. As such, he will become president of the FPA in 2008, when President Nick Nicolette becomes chairman, replacing the FPA president for 2006, Dan Moisand.