Thirty for Thirty
We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...
Know when to say "no"
Some clients make for a rich working relationship while others are just bad business. Mary Rowland talks with advisor Ross Levin in her book "Best...
Ross Levin, the man behind The Wealth Management Index--the book and process that have influenced nearly a generation of financial advisors--is really a people person....
If any economic environment could put the theory of the "rational economic man" to the test, surely this would be one. At the end of...
"Mary, Mary, quite contrary, how does your garden grow?" Who doesn't know that the nursery rhyme contrarian had her silver bells and cockleshells and pretty...
Five Years of Excellence
The IA 25 marks its fifth anniversary in 2007, and each year it gets harder to limit the number of influential people to just 25....
The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and...
The First Annual IA 25: 2003
Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...
Santa's Reading List
What are you putting under your clients' trees thi
Give It Up
As Americans pile up wealth, the family foundation