Florida

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  Pershing Shows Off Next-Gen Mobile App at Insite 2013

  By James J. Green, AdvisorOne  |  June 6, 2013

  Application for iPads and iPhones combines native mobile apps with new interface to access NetX360.

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  Pershing Expands Offerings From BNY Mellon Parent to Advisors, BDs

  By James J. Green, AdvisorOne  |  June 5, 2013

  Chairman Shea says his expanded responsibilities include “unlocking the value of all of BNY Mellon."

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  Recruiting Roundup: Morgan Stanley, Janney Lure Reps

  By Janet Levaux, AdvisorOne  |  June 5, 2013

  UBS and Baird also report their latest advisor recruiting news.

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  In Medicaid Planning, Don’t Surrender Life Insurance—Trade It for LTC Instead

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  June 3, 2013

  Your clients who are nearing retirement age might often wonder why they bother maintaining the life insurance policies they’ve funded for years. But under some recent state proposals, owning a life insurance policy can actually help clients in LTC planning.

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  12 Best & Worst Broker-Dealers: Q1 Earnings, 2013

  By Janet Levaux, AdvisorOne  |  May 30, 2013

  Several large firms are turning around their operations, but others still face performance issues.

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  GOP Senators Push Bill to Expand Access to HSAs, FSAs

  By Melanie Waddell, AdvisorOne  |  May 28, 2013

  Sens. Orrin Hatch and Marco Rubio have introduced legislation to expand and strengthen health savings accounts and flexible spending accounts.

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  The 2013 Broker-Dealer Presidents’ Poll

  By John Sullivan, Liana Roberts  |  May 28, 2013

  Fee compression, regulation, succession planning, technology—the more things change, the more they stay the same for the 58 leaders of independent broker-dealers we questioned exclusively for our annual survey

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  SEC’s White Gets Short Shrift from Congress

  By Melanie Waddell  |  May 28, 2013

  Securities and Exchange Commission Chairwoman Mary Jo White is running into the same problem that plagued her predecessors: getting the short shrift from lawmakers when prodding them for more money so the agency can properly do its job, including adding examiners for advisors.

• Raymond James Hosts Confab

  By Janet Levaux, AdvisorOne  |  May 28, 2013

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.