Illinois

• Succession Opportunity

  By Bill Miller  |  April 1, 2013

  Are you planning on dying in your office staring at your Quotron?

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  Illinois Settles SEC Fraud Charge Over Pensions

  By John O'Connor, Associated Press Political Writer  |  March 26, 2013

  Gov. Pat Quinn’s administration admitted no wrongdoing in the way state officials borrowed money to pay pension obligations through $2.2 billion in municipal bond sales from 2005 to 2009.

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  Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

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  5 Ways Retirees Can Cut Health Care Costs

  By Joyce Hanson, AdvisorOne  |  March 15, 2013

  Advisors aren’t doing enough to reach out to their clients to help them choose the right health care plans for retirement, according to Allsup. Here are five ways to help.

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  Stock Market Rally Means 400,000 New Millionaires

  By John Sullivan, AdvisorOne  |  March 15, 2013

  The recent stock market rally has been good for investors—and by extension advisors. But will it last?

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  SEC, FINRA Enforcement Roundup: Phony Broker Charged for Soliciting $500M

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2013

  Among recent actions by the SEC and FINRA were charges against a private equity firm, a former executive and an unregistered broker over some $500 million in improper investment solicitations.

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  Tax-Weary U.S. Millionaires Move to Cayman Islands, Hong Kong for Relief

  By Gil Weinreich, AdvisorOne  |  March 13, 2013

  Nigel Green, CEO of a global advisory firm, says he has seen a 48% rise in wealthy Americans inquiring about permanently relocating outside the U.S.

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  SEC Charges Illinois With Pension Funding Fraud

  By Melanie Waddell, AdvisorOne  |  March 11, 2013

  The SEC on Monday charged the state of Illinois with securities fraud for misleading municipal bond investors about the state’s approach to funding its pension obligations.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.