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Dan Jamieson

Dan was Senior Editor at InvestmentNews from 2005 to 2013, before moving on to become Editor at large for Financial Advisor magazine. Check out his video bio here. Connect with him at LinkedIn here.

Displaying 620 results

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Bonds at their lowest yield ever — or are they?

Historians say actual record was set in 1945

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The importance of ‘stopping and smelling the roses’

For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice

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Comfortable investors now anxious

“I think for me, it was kind of a wake-up call,” Jay Healy, president of Century Wealth Management LLC, said of the events of 9/11

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If S&P 500 rally falls short of 1,205, watch out

Market falling to hit that technical level could trigger wholesale sell-off; 'Katie bar the door'

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How clearing and custody firms are taking new regs head-on

With the flood of new regulations facing investment advisers, clearing and custody firms are taking on a larger…

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Volatility proves fertile for tactical strategists

Advisers using tactical investment strategies say the latest market drop confirms that their active approaches are right for…

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Blue summer: RIAs’ take on the economy getting gloomier

Sentiment now at lowest level in more than a year; recession chief worry

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Schwab apologizes to RIA clients for marketing letter gaffe

The head of Schwab Advisor Services apologized yesterday to the firm's RIA clients for sending a marketing piece sent Aug. 9 to advisers' clients who sponsor Schwab-run retirement plans.

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Pioneering agent

Imagine becoming a life insurance agent in 1931 in the midst of the Great Depression. And imagine…