Delaware

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  Janney Nabs Morgan Stanley Team in Delaware

  By Janet Levaux, AdvisorOne  |  May 20, 2013

  The advisors join with about $195 million in assets and $1.5 million in yearly fees and commissions.

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  Top 10 Most Expensive States for Long-Term Care: 2013

  By Marlene Y. Satter, AdvisorOne  |  May 13, 2013

  Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.

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  Rep. Waters Reintroduces SEC User Fees Bill

  By Melanie Waddell, AdvisorOne  |  April 19, 2013

  Rep. Maxine Waters, D-Calif., on Friday made another go at allowing the SEC to collect user fees to fund advisor exams.

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  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.

• 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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  Top 10 Most Regressive Tax States

  By Michael S. Fischer  |  February 5, 2013

  In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.

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  SEC, FINRA Enforcement Roundup: Eli Lilly to Pay $29M to Settle Foreign Bribery Charges

  By Marlene Y. Satter, AdvisorOne  |  January 3, 2013

  The SEC recently charged Eli Lilly for violations of the FCPA and barred an Arizona-based fund manager from the industry after the fund’s collapse. FINRA ordered Pruco Securities to pay $10.7 million.

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  Delaware Investments’ ‘Alpha-Ready’ Manager Model Fuels Stellar Growth

  By John Sullivan, AdvisorOne  |  December 3, 2012

  Delaware does it different. Fund managers concentrate on generating alpha, little else.

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  What HNW Familes Can Do Before Taxes Shoot Up

  By Gil Weinreich, AdvisorOne  |  November 28, 2012

  If you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.

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  Judge Says Greenberg Accusations Against Fed ‘Worthy of an Oliver Stone Movie’

  By Arthur D. Postal, PropertyCasualty360.com  |  November 20, 2012

  A federal district court judge in New York on Monday dismissed a lawsuit brought by former AIG chief Maurice “Hank” Greenberg against the Federal Reserve Board regarding the Fed's rescue of AIG in 2008.