The 2013 Broker-Dealers of the Year: Video
By John Sullivan, James J. GreenCheck out this behind-the-scenes video from the roundtable and photo shoot with the winners of the 2013 Broker-Dealers of the Year.
August 23, 2013
2013 Broker-Dealers of the Year: Russ Diachok, Geneos Wealth ManagementRuss Diachok, president and CEO of Geneos Wealth Management, talks to Investment Advisor Editor in Chief John Sullivan at the 2013 Broker-Dealers of the Year roundtable in Chicago.
August 23, 2013
2013 Broker-Dealers of the Year: Terry Frank, Century SecuritiesTerry Frank, managing director of Century Securities, talks to Investment Advisor Editor in Chief John Sullivan at the 2013 Broker-Dealers of the Year roundtable in Chicago.
May 15, 2013
Importance of Advisor’s ‘Bedside Manner’: Meir Statman—VideoAt the IMCA conference in Seattle in early May, Meir Statman, the Santa Clara University professor of finance and behavioral economics, talks with Investment Advisor editor John Sullivan about advisors and client psychology.
May 03, 2013
2013 SMA Managers of the Year: Envestnet Prima’s Jessica Leoncini on Fixed Income Awards—VideoInvestment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet | Prima Senior Investment Analyst Jessica Leoncini about the research behind the selection of the nominees and winners in the Fixed Income category.
May 03, 2013
2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—VideoInvestment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to Envestnet Intelligence.
May 03, 2013
2013 SMA Managers of the Year: Envestnet PMC’s Chris Devenney on Mid-Cap Awards—VideoInvestment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet Investment Analyst Chris Devaney about the research behind the selection of the nominees and winners in the Mid-Cap Equity category.
May 03, 2013
2013 SMA Managers of the Year: Envestnet’s Ken Shaw on How Nominees Are Selected—VideoIn this video, Investment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet Senior Vice President Ken Shaw about the research that goes into selecting the nominees and winners of the SMA Managers of Year.