Connor

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  New Hire Roundup: Senate Finance Names Getz Tax Counsel

  By Marlene Y. Satter, AdvisorOne  |  June 5, 2013

  This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.

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  Women and Taxes: Tax Season Gender Gap?

  By Joyce Hanson, AdvisorOne  |  March 11, 2013

  Now that the fiscal cliff deal is a reality, women—whether young, in mid-career or retirement age—can expect to see a few tax rules that will affect them especially.

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  401(k) Fee Transparency: Best & Worst Providers

  By Jane Wollman Rusoff  |  December 20, 2012

  Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.

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  Madame Ex: Advising ‘Gray Divorcees’

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.

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  Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps

  By Janet Levaux, AdvisorOne  |  August 24, 2012

  The new programs focus on daily trading operations as well as financial planning, the firms say.

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  What Do Wealthy Women Want?

  By Joyce Hanson, AdvisorOne  |  June 27, 2012

  Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.

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  Alternatives & Annuities: The Right Mix for Advisors?

  By Ed McCarthy, CFP  |  April 22, 2012

  It’s a new world when it comes to baking alternative investments into variable-annuity contracts, experts say.

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  Variable Annuities Set to Drive Industry to $150 Billion in 2011

  By Danielle Andrus, AdvisorOne  |  November 14, 2011

  Annuity sales fell in the third quarter from the second quarter, but are up from the same period one year ago by 5%, the Insured Retirement Institute announced on Nov. 8.

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  Putnam Enhances Advisor Site With Portfolio Modeling, Social Media

  By James J. Green, AdvisorOne  |  September 21, 2011

  Following on the launch of its Fund Visualizer tool, the new site provides personalized, shareable content and tools.

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  Variable Annuities Set Asset Record in 2010: IRI

  By Danielle Andrus, AdvisorOne  |  March 7, 2011

  The Insured Retirement Institute announced Monday that in 2010, variable annuities reached $1.5 trillion in assets, an "all-time record."