Maryland

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  Raymond James, Janney Nab More Morgan Stanley, Merrill Reps

  By Janet Levaux, AdvisorOne  |  June 19, 2013

  There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say.

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  Word to the Wise Advisor: Play More Golf

  By Gil Weinreich, AdvisorOne  |  May 31, 2013

  Nine holes on the golf course could go farther to solving your client’s financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.

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  SEC Enforcement: Oil Firm Busted for Bribing Iran Official; Goldman VP Settles Pay-to-Play Charge

  By Marlene Y. Satter, AdvisorOne  |  May 30, 2013

  Among recent actions by the SEC were charges against a French oil and gas company for bribery and against a Dallas-based trader for front-running. Also, a former Goldman Sachs vice president agreed to settle earlier pay-to-play charges.

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  Michael Kitces: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 28, 2013

  As he ticks off trends he sees in the advisor industry, Michael Kitces envisions that technology-augmented advisors will trump traditional advisors over the next 10 years.

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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  Hybrid RIA, LPL Affiliate Adds Two Practices

  By Janet Levaux, AdvisorOne  |  May 23, 2013

  U.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.

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  Top 30 Colleges for Highest Starting Salaries: 2013

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.

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  Guggenheim Analyst Looks Into Political Crystal Ball

  By Danielle Andrus, AdvisorOne  |  May 1, 2013

  From the sequester to who's up next to run for president, Chris Krueger, an analyst at Guggenheim Partners, gave attendees at the 2013 NAAIM Annual Conference his insights on various topics playing out in Washington.

• Pledging to Care

  By Olivia Mellan  |  April 29, 2013

  The Pledge to Care helps establish an understanding among family members about why and how they will approach managing an elderly parent’s financial affairs, should it be necessary.

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  When Older Clients Falter: Mary Malgoire on Advisors’ Role

  By Olivia Mellan  |  April 29, 2013

  Advisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.