http://www.advisorone.com/?f=rss AdvisorOne.com features all the investment news, in-depth analysis, market data, and tools financial advisors need to transform their business and their bottom line. en http://www.advisorone.com/2013/05/20/did-portability-kill-the-credit-shelter-trust?ref=rss http://www.advisorone.com/2013/05/20/did-portability-kill-the-credit-shelter-trust Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits. Mon, 20 May 2013 17:28:00 -0400 http://www.advisorone.com/2013/05/20/employees-taking-proactive-approach-to-financial-p?ref=rss http://www.advisorone.com/2013/05/20/employees-taking-proactive-approach-to-financial-p Employees appear to be taking responsibility for their retirement saving and financial situation over all. Mon, 20 May 2013 16:55:00 -0400 http://www.advisorone.com/2013/05/20/napfa-names-geoffrey-brown-ceo?ref=rss http://www.advisorone.com/2013/05/20/napfa-names-geoffrey-brown-ceo In his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members. Mon, 20 May 2013 15:43:00 -0400 http://www.advisorone.com/2013/05/20/bond-investors-must-prepare-for-rate-spike-secs-wa?ref=rss http://www.advisorone.com/2013/05/20/bond-investors-must-prepare-for-rate-spike-secs-wa At the FINRA conference, SEC Commissioner Elisse Walter also said it was time to get to the "nitty-gritty" of a fiduciary rule. Mon, 20 May 2013 14:47:00 -0400 http://www.advisorone.com/2013/05/20/morningstar-expands-equity-coverage-on-28000-compa?ref=rss http://www.advisorone.com/2013/05/20/morningstar-expands-equity-coverage-on-28000-compa Morningstar's new ratings are based on statistics and analyst-driven equity ratings as well as earnings yield, average daily volume and total return volatility. Mon, 20 May 2013 14:39:00 -0400 http://www.advisorone.com/2013/05/20/janney-nabs-morgan-stanley-team-in-delaware?ref=rss http://www.advisorone.com/2013/05/20/janney-nabs-morgan-stanley-team-in-delaware The advisors join with about $195 million in assets and $1.5 million in yearly fees and commissions. Mon, 20 May 2013 13:39:00 -0400 http://www.advisorone.com/2013/05/20/9-myths-of-breakaway-brokers-becoming-rias?ref=rss http://www.advisorone.com/2013/05/20/9-myths-of-breakaway-brokers-becoming-rias TDAI's new report, "The Myths and Realities of Becoming an RIA: Know the Facts Before Making a Move," debunks common myths about going independent. Mon, 20 May 2013 13:18:00 -0400 http://www.advisorone.com/2013/05/20/nonprofits-to-foundations-give-us-more-transparenc?ref=rss http://www.advisorone.com/2013/05/20/nonprofits-to-foundations-give-us-more-transparenc Nonprofit organizations want more transparency from the foundations that fund them, according to the Center for Effective Philanthropy. Mon, 20 May 2013 12:08:00 -0400 http://www.advisorone.com/2013/05/20/sifma-names-former-sen-gregg-ceo?ref=rss http://www.advisorone.com/2013/05/20/sifma-names-former-sen-gregg-ceo SIFMA announced Monday that former Sen. Judd Gregg has been appointed CEO and that Ken Bentsen, acting president and CEO, is now president. Mon, 20 May 2013 09:19:00 -0400 http://www.advisorone.com/2013/05/20/when-your-hnw-clients-make-music-be-sure-theyre-co?ref=rss http://www.advisorone.com/2013/05/20/when-your-hnw-clients-make-music-be-sure-theyre-co If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps. Mon, 20 May 2013 02:12:00 -0400