Connecticut

• 

  Taxes and the States: Which Take the Biggest Bites?

  By Mike Patton  |  April 1, 2013

  Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.

• 

  Merrill Bulks Up Training

  By Ellen Uzelac  |  April 1, 2013

  In a bold bid to boost performance, Merrill Lynch Wealth Management has re-engineered its iconic training program.

• 

  Best and Worst States for Savings Accounts

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Surprisingly, states with high unemployment and dire fiscal situations fared well.

• 

  Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

• 

  SEC Enforcement Roundup: CR Intrinsic Slapped With Record Insider Trading Fine

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2013

  The SEC settlement by CR Intrinsic was for $600 million, the largest ever in an insider trading case; meanwhile, a financier was charged in a scam involving pre-IPO Facebook stock.

• 

  Wrapped Up in a Blanket: Pros and Cons of Family Blanket Policies

  By Kathleen Tierney, Chubb  |  March 17, 2013

  Family blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.

• 

  Top 10 Tax Cheats: the Big, the Bad & the Weird

  By Dan Berman, AdvisorOne  |  March 5, 2013

  From the infamous Al Capone to our top choice (you won’t believe what job he held before his conviction), these 10 learned the lesson the hard way—and some learned it repeatedly.

• 

  DOL, SEC, FINRA Enforcement Roundup: DOL Recovers $43 Million for Madoff Victims

  By Marlene Y. Satter, AdvisorOne  |  February 28, 2013

  Among other recent enforcement actions were SEC charges against two Connecticut-based hedge fund managers and their firms for fraud.

• 

  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

• 

  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.