Barack Obama

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  In Shift, Conservatives Line Up Against Big Banks

  By Gil Weinreich, AdvisorOne  |  April 12, 2013

  In the shifting alliances that are characteristic of politics, the presumed closeness of Republicans and Wall Street may be increasingly tested.

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  SEC Would Use Obama Budget Boost for Advisor Exams

  By Melanie Waddell, AdvisorOne  |  April 11, 2013

  The agency would use the extra funds to hire 325 examiners—250 of whom would be devoted solely to advisor exams.

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  Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.

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  White Sworn In as SEC Chief; Walter, Paredes Likely Leaving SEC Soon

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  Interim Chairwoman Elisse Walter will remain at the agency as a commissioner, but it doesn't look like she'll be there for long, David Tittsworth of IAA said.

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  Mary Jo White Confirmed by Senate as SEC Chairwoman

  By James J. Green, AdvisorOne  |  April 8, 2013

  The former prosecutor was confirmed as SEC chief via unanimous consent.

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  White Pledges to Weigh Cost of Fiduciary Rule as Ketchum Revives SRO Fight

  By Melanie Waddell, AdvisorOne  |  April 1, 2013

  Just as incoming Securities and Exchange Commission (SEC) Chairwoman Mary Jo White has pledged to lawmakers that she would carefully weigh the costs of a fiduciary rulemaking, Richard Ketchum, CEO of the Financial Industry Regulatory Authority (FINRA), is renewing his call for a self-regulatory organization to oversee advisors.

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Congress’ Next Slugfest: Debt Ceiling, 3 Battling Budgets

  By Melanie Waddell, AdvisorOne  |  March 25, 2013

  Now that the government is funded through September, Congress must tackle the debt ceiling and three separate budgets, says Andy Friedman of The Washington Update.

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  Obama’s Effort to Limit Charitable Deductions Faces House Pushback

  By Michael S. Fischer  |  March 21, 2013

  The Senate’s budget seeks to limit the amount by which affluent taxpayers can itemize deductions, including charitable donations. But the plan is unlikely to go far in the House.

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  Obama Budget Endangers Some Estate Planning Techniques

  By Michael S. Fischer  |  March 21, 2013

  Loophole closure would severely reduce wealth planners’ arsenal.