News

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  Do CIMAs Get More Bang for Their Buck Than CFPs?

  By John Sullivan, AdvisorOne  |  April 29, 2013

  CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.

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  Who Pays the Bill for Terrorism?

  By Gil Weinreich, AdvisorOne  |  April 26, 2013

  Beyond the unfathomable evil perpetrated on April 15 in Boston—human losses that can never be measured—come the more mundane, quantifiable aspects of the mayhem of which the Tsarnaev brothers are suspected.

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  Top 10 Winners of Best Wealth Manager Logos Poll

  By Ron Pechtimaldjian, AdvisorOne  |  April 24, 2013

  With 2,051 votes tallied, readers have selected the 10 Best Wealth Manager Logos out of the 25 finalists.

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  Vanguard Asks: How Much Return Do Your Clients Really Need?

  By Gil Weinreich, AdvisorOne  |  April 23, 2013

  Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.

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  Chasing Big Donations? Think Local

  By Michael S. Fischer  |  April 23, 2013

  Of gifts to nonprofits of at least $1 million, 47% of the donations and 52% of the dollar value came from donors in the same state from 2000 to 2011, according to a new study.

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  Online Sales Tax Bill Seen as Rife With Unintended Consequences

  By Melanie Waddell, AdvisorOne  |  April 23, 2013

  Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.

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  Despite Higher Taxes, Affluent Americans Will Continue to Spend

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study adds fuel to the fire over the impact of higher taxes on discretionary spending.

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  8 Most & Least Bullish Big Cities

  By Michael S. Fischer  |  April 22, 2013

  Investors around the country see the economic picture looking brighter. But how much brighter depends, in part, on where they live.

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  Simpson, Bowles Reduce New Deficit Plan to Prod Congress

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Like Jackie Gleason’s Buford T. Justice in 1977’s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.

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  Happy Tax Freedom Day!

  By John Sullivan, AdvisorOne  |  April 18, 2013

  With a William Wallace-style cry of “Freedom!” millions of taxpayers will today reach a milestone.