Averitt Retires as CEO at RJFS Conference
Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.
BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow
Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.
RJ-MK Merger: It’s a Wrap
Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
Dychtwald and Retirement Reset; Gold’s New Environment: December Investment Advisor—Slideshow
How is the "new retirement paradigm" holding up in the new normal?
How Do You Transition More Clients Than You Have? By Doing It Right
Larger advisory firms usually get that way by offering better services than smaller ones.
At Pershing Insite: George Bush, Bill Belichick, Richard Hoey Featured Speakers
Attendance is up at annual conference, to nearly 2,000; focus on economics, politics, investing and regulation.
Talking to Clients About Turmoil: Evensky, Cortazzo, Springer & More—a Slideshow
At times of crisis and market volatility, the best advisors reach out to their clients proactively. That’s the case with the six leading advisors that AdvisorOne editors contacted to hear what they’re telling clients now, and how.
Best of AdvisorOne: Top 5 ETF Articles—Volatility and Oil ETFs
Most widely read stories in January include a new volatility ETF and the effect of rising oil prices for energy ETFs.