Brown

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  Too-Big-to-Fail Bill DOA: Commentators

  By Melanie Waddell, AdvisorOne  |  April 24, 2013

  Washington Analysis says the “headlines, hearings and speeches” around the measure will amount to “mere noise,” while SIFMA says the bill would dampen business lending.

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  Annuities: Variable Annuities

  By Tax Facts Online  |  March 4, 2013

  Annuities are hot. The tax rules vary with the circumstances. Advisors must be aware of these intricacies when discussing annuities with clients.

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  Alternatives on the March: Bringing Private Vehicles to Public Space

  By John Sullivan, AdvisorOne  |  November 20, 2012

  The founders of CAIS saw the opportunity in the move to independence. They’re capitalizing on it with the first global alternative investment platform for advisors.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  The 50 Top Women in Wealth: The 2011 Honorees

  By Staff Writer  |  July 5, 2011

  From the Capital to capital; from Wall St. to Main St., the power and influence of women in wealth management is growing. Our annual list.

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  The 50 Top Women in Wealth: The 2011 Honorees

  By James J. Green, AdvisorOne  |  July 5, 2011

  From the Capital to capital; from Wall St. to Main St., the power and influence of women in wealth management is growing. Our annual list.

• Warning: Quick Decisions May Hurt Performance

  By Vanessa Drucker  |  July 24, 2009

  "Not so fast," at least when it comes to money. David Adler's book, "Snap Judgment" (FT Press, July 2009), takes a look at the psychology of financial decisions.

• The Independents' Voice

  By Robert Scott Martin  |  June 1, 2007

  Research: In your opinion, what are the strengths of the independent advisory model? Brown: A couple of things come to mind. As the label says, it's...

• The Tripping Point

  By Mark Tibergien  |  June 1, 2005

  In Malcolm Gladwell's best-selling book, The Tipping Point (Little, Brown and Company, 2000), he explores the phenomenon of "social epidemics," those wild, raging trends which...