Susan Hirshman

• Deep Bench

  By James J. Green, AdvisorOne  |  April 1, 2008

  "I only have one rule about wealth managers," Mark Tibergien likes to quip, "they must have wealthy clients." If the current managing director of Pershing...

• Tassel Hassle

  By Kara P. Stapleton  |  August 1, 2007

  A hot-button issue this time of year that brings clients to advisors is funding their child's college education. "The reason is just plain, old cost,"...

• Get Your Arms Around It

  By Staff Writer  |  October 1, 2006

  In a conversation late in August that formed the basis for an interview in this issue, I asked Jerry Miccolis, a CFA, CFP, and an...

• Culture Management

  By Joni Youngwirth  |  October 1, 2006

  Every company has a unique culture. Compare GE to Nordstrom, Southwest Airlines to Fidelity, or The Ritz to Microsoft. Each is an example of an...

• Renewal

  By James J. Green, AdvisorOne  |  May 1, 2006

  The mark of a healthy organism is the ability to grow--to evolve over time, adapting to changes in itself and in the environment in which...

• A New Beginning for Investment Advisor

  By James J. Green, AdvisorOne  |  May 1, 2006

  For the first time since the summer of 2000, Investment Advisor is changing its design and shifting its focus, presenting a clean, fast-paced approach to the information and analysis you need to be successful.

• The Gurus Speak

  By Staff Writer  |  August 1, 2005

  What's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...