Virginia

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

• Top Portfolio Products: Invesco Announces ‘Age of Income’ Focus

  By Marlene Y. Satter, AdvisorOne  |  May 3, 2013

  New products introduced over the last week include two new leveraged ETFs from Direxion.

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  What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s Portfolio

  By Mike Henkel, Achaean  |  April 29, 2013

  Properly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.

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  What Advisors Don’t Know About Variable Annuities: Market Conditions and VAs

  By Mike Henkel, Achaean  |  April 22, 2013

  In part four of our series, we look at how market conditions affect variable annuities. VAs may appear, on paper, to be a win-win, but the reality is more nuanced.

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  Raymond James IBD Kicks Off Big Texas Confab

  By Janet Levaux, AdvisorOne  |  April 22, 2013

  “Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.

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  10 Most Generous U.S. Cities for Online Donations in 2012

  By Michael S. Fischer  |  April 12, 2013

  Overall charitable giving in the U.S. last year was relatively flat, but online giving saw double-digit growth, according to recent research by Blackbaud.

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  What Advisors Don’t Know About Variable Annuities: How GLWBs Work

  By Mike Henkel, Achaean  |  April 8, 2013

  Fees are based on the portfolio’s high-water mark, and the VA holder is actually making payments to himself from his own money until all those funds are exhausted.

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  Why I Think Ric Edelman Is Ahead of the Curve, Again

  By Bob Clark, AdvisorOne  |  April 3, 2013

  Technology will change advice giving in the very near future, especially among younger people. Ric’s ready. Are you?

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  How to Shake Up Your Marketing

  By Ellen Uzelac  |  April 1, 2013

  Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.

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  Securities America Recruited Production Jumps More Than 300% in ’12

  By Janet Levaux, AdvisorOne  |  March 27, 2013

  This includes the recent addition of two groups with a total of roughly 160 financial advisors.