Colorado

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  Cambridge Rebounds After Death of Key Executive

  By John Sullivan, AdvisorOne  |  June 2, 2013

  During a wide-ranging discussion at its Premier Club Conference in Colorado, CEO Eric Schwartz and President Amy Webber talked about the loss and how the firm is handling it.

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  Top 25 Colleges for Best Return on Investment: 2013

  By Dan Berman, AdvisorOne  |  May 27, 2013

  Out of 1,511 schools studied, these 25 had the greatest payoff for graduates over the course of a 30-year career.

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  Top 30 Colleges for Highest Starting Salaries: 2013

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.

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  A Succession Plan That Started at the Gym

  By John Sullivan, AdvisorOne  |  May 20, 2013

  Certain professions and areas of study translate well to financial planning. Who knew personal training was one?

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  Cambridge CEO Schwartz: What His Firm, Other Advisors Must Do to Stay Successful

  By John Sullivan, AdvisorOne  |  May 20, 2013

  Despite the scenic Colorado view, the meeting began on a somber note as CEO Eric Schwartz eulogized marketing and recruiting head Jim Guy, who died April 5.

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  Securities America Adds 6 Financial Affiliates With $3.75B in Assets

  By Janet Levaux, AdvisorOne  |  May 16, 2013

  The credit unions and banks include 15 financial advisors and are located in the Midwest, West and Northeast.

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  Top Portfolio Products: Putnam Launches 6 New Funds

  By Marlene Y. Satter, AdvisorOne  |  March 22, 2013

  Other new products include new retirement share classes for seven of Neuberger Berman’s funds and an Islamic index series from Russell.

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  Mixed News on Changes to Long-Term Care Tax Deductions

  By Marlene Y. Satter, AdvisorOne  |  March 12, 2013

  The IRS has increased the amount of LTC insurance premiums that are deductible for 2013. But the news comes with a caveat.

• REITs: Building Attractive Growth

  By Ed McCarthy, CFP  |  February 22, 2013

  We see a lot to like here, and while we say that about several of the agency REITs, Capstead Mortgage (CMO) has moved a bit higher on our near-term favorites list.

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  Lessons From Sandy: Are Your HNW Clients Prepared for a Home Loss?

  By Tony Guerrerio, ACE  |  February 20, 2013

  As the cost of living skyrockets after losing a home, policies from mass-market carriers can fall short of providing HNW families with any sense of normalcy.