http://www.advisorone.com/?f=rss en http://www.advisorone.com/2012/05/16/schwab-to-close-broker-dealer-brokersxpress?ref=rss http://www.advisorone.com/2012/05/16/schwab-to-close-broker-dealer-brokersxpress BrokersXpress, the specialty broker-dealer owned by Schwab under OptionsXpress Holdings, reportedly told advisors and clients Wednesday that it will shut its doors. Wed, 16 May 2012 18:45:00 -0400 http://www.advisorone.com/2012/05/16/three-investment-trends-for-ultra-wealthy?ref=rss http://www.advisorone.com/2012/05/16/three-investment-trends-for-ultra-wealthy Investing in global markets, directly in private companies and real assets are leading trends among affluent investors, according to the Institute for Private Investors, which provides education and networking for investors and families with at least $30 million. Wed, 16 May 2012 17:39:00 -0400 http://www.advisorone.com/2012/05/16/on-the-money-npr-host-steven-pomeranz-joins-united?ref=rss http://www.advisorone.com/2012/05/16/on-the-money-npr-host-steven-pomeranz-joins-united United Capital’s media expertise is set to grow along with its assets under advisement with the addition of the NPR host. Wed, 16 May 2012 16:12:00 -0400 http://www.advisorone.com/2012/05/16/ultra-wealthy-will-transfer-27-trillion-by-2050?ref=rss http://www.advisorone.com/2012/05/16/ultra-wealthy-will-transfer-27-trillion-by-2050 Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found. Wed, 16 May 2012 15:53:00 -0400 http://www.advisorone.com/2012/05/16/renowned-planner-evensky-joins-rma-designation-boa?ref=rss http://www.advisorone.com/2012/05/16/renowned-planner-evensky-joins-rma-designation-boa Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program. Wed, 16 May 2012 15:31:00 -0400 http://www.advisorone.com/2012/05/16/relocation-expert-warns-california-tax-hikes-will?ref=rss http://www.advisorone.com/2012/05/16/relocation-expert-warns-california-tax-hikes-will Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes. Wed, 16 May 2012 14:48:00 -0400 http://www.advisorone.com/2012/05/16/morgan-stanley-grabs-merrill-ubs-reps-raymond-jame?ref=rss http://www.advisorone.com/2012/05/16/morgan-stanley-grabs-merrill-ubs-reps-raymond-jame Meanwhile, Wells Fargo adds advisors for Edward Jones, Merrill Lynch and other firms, and Barclays recruits several FAs from Deutsche Bank and Merrill. Wed, 16 May 2012 14:40:00 -0400 http://www.advisorone.com/2012/05/16/an-overlooked-but-key-role-in-an-advisory-firm-off?ref=rss http://www.advisorone.com/2012/05/16/an-overlooked-but-key-role-in-an-advisory-firm-off A good office manager can help you achieve growth by leveraging your people, structure and process. Here’s how to identify such a person, determine what they should be doing—and what you shouldn’t. Wed, 16 May 2012 14:05:00 -0400 http://www.advisorone.com/2012/05/16/judge-pushes-schwab-suit-against-finra-to-discipli?ref=rss http://www.advisorone.com/2012/05/16/judge-pushes-schwab-suit-against-finra-to-discipli A federal judge dismissed a legal action filed by Charles Schwab against FINRA challenging a complaint FINRA levied against Schwab on Feb. 1. Wed, 16 May 2012 13:38:00 -0400 http://www.advisorone.com/2012/05/16/top-5-reasons-to-invest-in-alternative-assets-pens?ref=rss http://www.advisorone.com/2012/05/16/top-5-reasons-to-invest-in-alternative-assets-pens Financial advisors can play a big part in an alternatives strategy, particularly with direct investments. Wed, 16 May 2012 12:47:00 -0400