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A Project Worthy of Erasmus

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Desiderius Erasmus of Rotterdam, the great scholar of the Dutch Renaissance, demonstrated 150 ways of phrasing the Latin sentence, Tuae literae me magnopere delectarunt (“Your letter has delighted me very much.”) This has helped students of Latin over five centuries achieve mastery of the language. Without this one widely available reference (his De duplici copia verborum ac rerum), students of Latin would be unlikely to learn the subtleties of their subject quite so comprehensively.

The financial world has certainly grown more complex and time is the resource in shortest supply. We live in an age of expedience where we actively seek out those resources that will meet the greatest number of needs in the fewest keystrokes. With that in mind we have taken a cue from Erasmus, and are launching our own magnum opus that goes far beyond what or any other advisor-oriented website offers. Working together with the many sister publications under the mantle of Summit Business Media, and under the leadership of Group Editor-in-Chief Jamie Green (until recently, the editor of our sister publication Investment Advisor), we are pleased to present

As its name suggests, AdvisorOne is a comprehensive web portal — in other words, the one place on the web where you will find all the information you need.

Whether your interest is wealth management (estate planning, tax planning, risk management, philanthropy), retirement income (annuities, income strategies, DB/DC plans, financial gerontology), portfolio concerns (ETFs, mutual funds, hard assets, alternatives) or practice management (marketing and referrals, recruiting and career advice, new tech tools), we aim to offer an unparalleled library of information, including commentary and analysis from the commanding heights of the advisory industry. Wondering what the latest doings in DC portend? John Taft of RBC and SIFMA will provide insight in his monthly blog. We turn to NAREIT’s own Brad Case for the latest data and analysis on REITs. And so too with income advice from Mark Cortazzo, recruiting trends from Larry and Jody Papike and the list goes on (and on!).

The importance of should not be underestimated. Prolonged economic weakness is having the effect of shaking out the industry, which can no longer support as many advisors as a couple of years ago. Amid this turbulence, advisors are experiencing greater stresses than ever before, and lots of questions: Is now the time to become a fiduciary? Does that necessitate a complete conversion to fees? What kind of training does that entail? Does my current broker-dealer support my changing needs? If not, who does? How do I alter portfolio construction to adapt to today’s environment? What tools will help me scale my business?

Erasmus was known as an opponent of dogmatism, a scholar who worked and lived in many places to gain a breadth of knowledge and new insights. Our staff of editors across our advisor publications have combined their resources to curate that knowledge base for you. Advisors today need something they can rely on that is not simply a web version of a print magazine and whose supply of information will not be extinguished after a few clicks. That resource,, is now online.

Robert Tyndall
Publisher Emeritus

[email protected]


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