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By Andrew Rice, Money Management Services |
May 19, 2012
An important part of our job as advisors is to separate fact from fiction for our clients; a (market) picture can be worth a million words.
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By Gil Weinreich, AdvisorOne |
May 16, 2012
Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes.
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By Marlene Y. Satter |
May 9, 2012
This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
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By James J. Green, AdvisorOne |
April 26, 2012
Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.
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By Joyce Hanson, AdvisorOne |
April 25, 2012
One of the first advisors to use the system when he joined Securities America, Rick Pucci of Park Ridge Financial says it was 'incredibly efficient and saved me and my staff a lot of time.'
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By Elizabeth Festa |
April 24, 2012
The MetLife Insurance Cos. multi-agency agreement on unpaid life and annuity policies and the reporting of unclaimed property is a landmark agreement, according to NAIC President and Florida Insurance Commissioner Kevin McCarty.
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By Janet Levaux, AdvisorOne |
April 24, 2012
The advisors expect to move more than $865 million in assets and $6 million in production and were recruited along with reps from Merrill Lynch, UBS and other broker-dealers.
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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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By John Sullivan, Advisorone |
April 13, 2012
In what is sure to fuel conservative critics, the White House announced Friday that Barack and Michelle Obama paid an effective federal tax rate of 20.5% on income in 2011.
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By Marlene Y. Satter |
April 4, 2012
The North American Securities Administrators Association (NASAA) announced Wednesday that state securities regulators had reached a settlement with Bankers Life and Casualty Company of Illinois, after a task force found that the firm was acting as an unlicensed broker-dealer and investment advisor.
