Indiana

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  10 Worst Tax States for Small Business

  By Joyce Hanson, AdvisorOne  |  May 2, 2012

  “All taxes matter, whether imposed at the federal, state or local level of government,” says SBE Chief Economist Raymond Keating in his introduction to the 2012 small business tax report.

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  Top 10 Wealth Zones With Fewest Advisors

  By Dan Berman, AdvisorOne  |  April 26, 2012

  These Wealth Zones, devised by AdvisorOne research, have residents with high incomes but few advisors among them.

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  Milevsky: How Much in Risky Stocks vs. Safe Cash?

  By Moshe A. Milevsky  |  April 25, 2012

  From a purely mathematical point of view, the “stocks are safer over long periods of time” argument ­— before Paul Samuelson took an axe to it — went as follows.

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  New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2012

  This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

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  Morgan Stanley Grabs 2 UBS Teams, 1 From Deutsche Bank

  By Janet Levaux, AdvisorOne  |  April 9, 2012

  The combined assets of the new reps are about $1.4 billion, while the total yearly fees and commissions are close to $8.7 million.

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  Forget Meredith Whitney, as Muni Lawyer Predicts New Bankruptcy Wave

  By Joyce Hanson, AdvisorOne  |  April 3, 2012

  Meredith Whitney was taken to task last year after predicting ‘significant’ muni defaults, but public finance lawyer Dubrow says he can see a wave of Chapter 9 bankruptcies coming.

• One for You, 19 for Me

  By John Sullivan, AdvisorOne  |  March 26, 2012

  “Nothing is certain except death and baldness.”

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  Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?

  By Michael S. Fischer  |  March 8, 2012

  U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.

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  Top 10 Dumbest States for Financial IQ

  By Ron Pechtimaldjian and Melanie Waddell, AdvisorOne  |  December 14, 2011

  A study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states’ ranking in the two categories and, like golf, the highest scores lost.

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  Pitfalls of Serving as Trustee for Client’s Life Insurance Trust

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  November 4, 2011

  Trusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?