About the Author
John Sullivan, AdvisorOne
John Sullivan is the Editor in Chief of Investment Advisor magazine and the editor of the Retirement Channel for AdvisorOne. Sullivan is the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
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By John Sullivan, AdvisorOne |
November 30, 2012
New online tool helps participants "do the math" to determine the true costs of their retirement plan. Advisors will need to keep that in mind.
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By John Sullivan, AdvisorOne |
October 11, 2012
Euro Pacific Capital CEO Peter Schiff says continued government spending will lead to much larger, impossible financial obligations in the future.
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By John Sullivan, AdvisorOne |
September 25, 2012
In an echo of the 2003 mutual fund scandals, the SEC is taking a fresh look at private equity funds and their methods for distributing profits.
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By John Sullivan, AdvisorOne |
August 30, 2012
Is there an alternative to the standard 4 percent withdrawal? How about basing your non-RMD rate on the RMD itself, or factoring life expectancy into the mix?
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By John Sullivan, AdvisorOne |
August 21, 2012
The funds struggled to compete with bigger firms' offerings, with just over $300 million in holdings. The closure will take place in late October.
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By John Sullivan, AdvisorOne |
March 29, 2012
Everyone knows about the Roth IRA, right? Maybe not. Blogger Jeff Rose hopes the steadfast financial tool can get its full recognition.
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By John Sullivan, AdvisorOne |
October 4, 2011
Research firm BrightScope announced Tuesday the top 15 mid-cap funds in the defined contribution industry.
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By John Sullivan, AdvisorOne |
September 21, 2011
Investors flocked to stable value funds in an effort to smooth volatility experienced in August, apparently seeing them as a higher-yielding alternative to money markets.
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By John Sullivan, AdvisorOne |
September 7, 2011
Generation Y investors are conservative investors and invest more like their Baby Boomer parents, despite their long-term time horizon, according to the MFS Investing Sentiment Survey.
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By John Sullivan, AdvisorOne |
August 29, 2011
While financial advisors agree that client referrals are critical to a firm’s growth, nearly half say they’ve asked only “a small percentage” of their clients for a referral, according to an SEI Quick Poll released Monday.