Idaho

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  Sen. Schumer: ‘Scrap’ Simpson-Bowles in Fiscal Cliff Talks, Raise Top Tax Rates

  By Melanie Waddell, AdvisorOne  |  October 9, 2012

  Schumer says “old style” tax reform is now obsolete because there are two new conditions that exist today that didn’t exist when the Tax Reform Act of 1986 was passed: “a much larger, more dangerous deficit, and a dramatic increase in income inequality.”

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  11 Key Congressional Committees for Advisors to Worry About

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.

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  Who’s the Most Generous of All? The Findings May Surprise You

  By Michael S. Fischer  |  August 21, 2012

  A new study by The Chronicle of Philanthropy finds wide disparities in generosity—by states, metropolitan areas and household wealth.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  DOL Enforcement Roundup: Two Accused of Misusing Pension Funds

  By Marlene Y. Satter and Melanie Waddell, AdvisorOne  |  June 15, 2012

  The director of an Illinois-based investment management firm was ordered to restore $1.2 million to four pension plan client accounts, while an advisor was accused of misusing $3.2 million in retirement plan funds.

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  LPL-Affiliated Retirement Group Hires 5 Consultants

  By Janet Levaux, AdvisorOne  |  June 1, 2012

  The advisors join the $7 billion advisory firm in locations across the West and Midwest.

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  5 High-Profile Muni Bond Busts

  By John Sullivan, AdvisorOne  |  May 17, 2012

  Whitney was wrong, but high-profile defaults did occur, spooking markets and piquing analysts.

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  10 Best Tax States for Small Business

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.

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  Why Entrepreneurs Love Dallas and Hate L.A.

  By Gil Weinreich, AdvisorOne  |  May 8, 2012

  A survey conducted by Thumbtack, a website that helps consumers get bids from local handymen, yoga instructors and even financial advisors, provides data from local entrepreneurs themselves.

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  When Your Advisory Skills Aren’t Enough

  By Olivia Mellan  |  April 24, 2012

  Many times, a life challenge your clients are facing will keep them from working productively with you. Here are some examples of how to tap outside networks of support to deal with addiction, debilitating illness, aging and parenting.