- 401(k) plans
- Business Transitions
- Charitable Giving
- Estate Planning
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Variable Annuities
- Women in Planning
- Alternative Investments
- Fixed Income
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
- White Papers
- B/D Profiles 2014
- B/D Recruitment Center
- Custodian Profiles 2013
- Fixed-Income Supplement
Evan Simonoff is editor-in-chief and editorial director of Financial Advisor magazine, as well as editorial director of Private Wealth magazine. He has spent more than 15 years as an editor and reporter covering the financial services industry. Evan is a widely recognized expert on personal finance and investments.
Dorothy Hinchcliff is editor of FA online and FA green, as well as managing editor of Financial Advisor magazine. She has spent more than 15 years as an editor and reporter covering personal finance and other business issues.
Editor-at-Large for Financial Advisor and Private Wealth magazines, Thomas Kostigen is a New York Times bestselling author who chairs FA's & PW's Impact Investing Conference, held annually, on environmental, social and human rights issues. Check out his blog, theclimatesurvivalist.com, as well as his forthcoming books: The National Geographic Extreme Weather Survival Guide: Understand, Prepare, Survive, Recover and Extreme Weather: Surviving Tornadoes, Sandstorms, Hailstorms, Blizzards, Hurricanes, and More!
Mike Byrnes, president of Byrnes Consulting LLC, works with advisors to help them become even more successful. He is a recognized thought leader on practice management topics and has been published over 100 times throughout the industry since 2010. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. Learn more at ByrnesConsulting.com.
Don A. Connelly is a speaker, motivator and educator for financial advisors. During a career of more than 40 years on Wall Street, he worked for nearly 19 years as company spokesperson, senior vice president and senior marketing officer for Putnam Investments, in addition to holding positions as a stock broker, financial planner, branch manager, wholesaler and national sales manager. As founder and CEO of Don Connelly 24/7, he provides timely and provocative sales ideas to thousands of financial professionals, 24 hours a day, seven days a week.
William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.
Charlie Stroller, president, CEO and CFO of Financial Advisor magazine's parent company CFPN, has 25 years' experience running companies and has specialized in expense reduction and cost containment. Those who know him can attest that he is an expert on finding the best deals when it comes to both business and personal expenditures.
Jennifer Connelly is chief executive officer of JCPR, an award-winning public relations and marketing communications firm maintaining highly specialized practice groups in financial, financial technology, professional services, corporate communications, interactive multimedia, and crisis & issues management. Under her leadership, JCPR has earned a reputation for executing innovative communications strategies and solutions, and building category leading brands for clients worldwide.
Tom Lydon is editor and publisher of ETF Trends, a Web site with daily news and commentary about the fast-changing trends in the exchange-traded-fund industry. Lydon is also president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net-worth individuals.
Christian Magoon is the publisher of ETF websites, GoldETFs.biz and IndiaETFs.com. He has been named one of "Five People to Watch" in the U.S. ETF industry and a "Top Five ETF Expert On Twitter." Having launched over 40 ETFs to date, Christian advises asset management firms on ETF related issues as Founder of Magoon Capital. Follow him on Twitter @ChristianMagoon.
Matt Hougan is executive vice president, global head of content for IndexUniverse LLC. In this position, he oversees the company's editorial efforts, including serving as editor-in-chief of the ETF Report and senior editor of the Journal of Indexes. He also spearheads the development and management of IndexUniverse ETF Analytics, an institutional-caliber tool designed to help investors find the best ETF in any area of the market. Hougan is quoted regularly in the Wall Street Journal, Barron's, Investor's Business Daily, Fortune, Forbes, TheStreet.com, MarketWatch.com and the Associated Press. He is a member of the Wall Street Journal’s “The Experts” panel on wealth management, and a founding member of CNBC’s ETF Advisory Council.
Dan Jamieson is editor-at-large for Financial Advisor magazine. Based in Southern California, he has covered the retail financial services industry for close to 30 years, as both a reporter and editor. Before beginning his journalism career, Dan worked as a broker with a national wirehouse firm.
Dr. Jack Singer, president & CEO of Psychologically Speaking, with Dr. Jack Singer LLC, is both a professional sport psychologist and a professional speaker and success coach for financial advisors. He has now adapted his 33 years of experience teaching Olympic, professional and world champion athletes how to maintain peak performance to financial advisors, as he teaches them the same skill sets. His in-demand keynote presentation is entitled, “Six Amazingly Simple Steps for Developing the Mindset of a Champion Financial Advisor.”
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more
Inside the current issue
by Eric Rasmussen
Here's how a modern firm merged, kept its big staff and dealt with the threat of going gray. + Read more
by Wade D. Pfau
Low interest rates and high stock valuations make retiring difficult no matter what the strategy. + Read more
by Deena Katz
Different clients require different ways of talking and listening. + Read more
On The move
John Cronin takes on a new role at the firm. + Read more
Craig Martucci and Todd Adams have joined the firm from RBC Wealth Management. + Read more