Maryland

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  Hybrid RIA, LPL Affiliate Adds Two Practices

  By Janet Levaux, AdvisorOne  |  May 23, 2013

  U.S. Wealth Management hopes to have $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

  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.

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  New Hire Roundup: Lincoln Financial Advisors Appoints Joseph Gaeckle

  By Marlene Y. Satter, AdvisorOne  |  April 17, 2013

  This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, and Jeff Conway was named to lead a data analytics group at State Street.

• Searching for Optimal ETF Portfolios

  April 1, 2013

• Portfolios, Planning and the Pursuit of Perfection

  By Bob Seawright, Madison Avenue Securities  |  April 1, 2013

  A look at how advisors can do a better job at giving clients what they really want from a financial advisor.

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  Congress Gets Ready to Tackle Tax Reform, Budget

  By Melanie Waddell, AdvisorOne  |  March 19, 2013

  Congress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.

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  Obama Nominates Perez for Labor Secretary

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  President Barack Obama on Monday nominated Tom Perez, head of the Justice Department’s Civil Rights Division, as the next Labor secretary.