Florida

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.

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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.

• Raymond James-Morgan Keegan Fully Integrated

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Raymond James said in early March it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems, and the Morgan Keegan brand had been retired.

• Experts Tackle Theories, Trends at Event

  By Janet Levaux, AdvisorOne  |  April 1, 2013

• Fluid Performance

  By Ed McCarthy, CFP  |  April 1, 2013

  Profits and dividends keep streaming from water company stocks.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.

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  Top Posts at Broker-Dealers See Big Changes

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  LPL, Morgan Stanley and Raymond James all announced big moves recently.

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  Top Portfolio Products: DoubleLine Launches First Equities Mutual Fund

  By Marlene Y. Satter, AdvisorOne  |  March 29, 2013

  Other new products introduced over the last week include two new funds from Aberdeen Asset Management and a new fund from Brown Brothers Harriman.

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  Precious Metals and Taxes: What to Expect With Transactions

  By Tax Facts Online  |  March 27, 2013

  The experts at Tax Facts Online on how sales of precious metals are taxed.

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  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.