Kathleen McBride

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  Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group

  By Andrew Rice, Money Management Services  |  October 25, 2011

  In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.

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  New Institute for Fiduciary Standard Elevates the Conversation

  By Bob Clark, AdvisorOne  |  August 23, 2011

  The creation of the Institute, founded by Knut Rostad and a bevy of industry leaders, is the next necessary step to change the conversation about a universal fiduciary standard.

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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  Politics and Process: SEC and the Fiduciary Study—Slideshow

  By Kathleen McBride, AdvisorOne  |  May 1, 2011

  AdvisorOne Wealth Editor in Chief Kathleen McBride has closely followed the Securities and Exchange Commission's study on whether to extend a fiduciary standard to all advice givers in her series, SEC and the Fiduciary Study.

• Best of AdvisorOne: Top 5 Retirement Planning Articles

  By James J. Green, AdvisorOne  |  January 26, 2011

  In case you missed them the first time around, or would like to review them at your leisure, these are the most widely read stories on AdvisorOne.com for the month of January that focused on where and how to find retirement income for clients.

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  Five Most-Read Stories: LPL's IPO, VA Guide, Taxes on Wealthy

  By Editorial Staff  |  November 19, 2010

  AdvisorOne's Most Read Stories for the week of Nov. 13-19, 2010 include the LPL IPO and a new guide to evaluating VAs.

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  'Market Street Advisors' Merriman Sentenced for Ponzi Scheme

  By John Sullivan, AdvisorOne  |  September 16, 2010

  Admitted Ponzi-schemer Shawn Merriman was sentenced to 12 1/2 years in prison Tuesday for a $20 million fraud whose victims included his own mother. According to...

• ‘Market Street Advisors’ Merriman Sentenced for Ponzi Scheme

  By John Sullivan, AdvisorOne  |  September 15, 2010

  Admitted Ponzi-schemer Shawn Merriman was sentenced to 12 1/2 years in prison Tuesday for a $20 million fraud whose victims included his own mother. According to...

• 'Market Street Advisors' Merriman Sentenced for Ponzi Scheme

  By John Sullivan, AdvisorOne  |  September 15, 2010

  Severity of sentence hinged on advisor status

• Knut A. Rostad, Committee for Fiduciary Standard Chair

  By Kathleen McBride, AdvisorOne  |  May 24, 2010

  The Senate passed its version of the financial services reform bill, S. 3217, on Thursday, May 20, by a 59-39 vote. After...