Mike Patton

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  Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

  By James J. Green, AdvisorOne  |  March 22, 2012

  AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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  What I Do in My Practice, Pt. 3: My Role With Other Advisors

  By Mike Patton  |  March 12, 2012

  Sometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax

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  Allen Stanford Found Guilty of $7 Billion Ponzi Scheme

  By John Sullivan, AdvisorOne  |  March 6, 2012

  Former billionaire Allen Stanford was convicted Tuesday of running a $7 billion Ponzi scheme. He was found guilty on 13 counts of a 14-count criminal indictment, including fraud and conspiracy.

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  22 Days of Tax Planning: What I Do in My Practice, Pt. 2: Tax Aware Investing

  By Mike Patton  |  March 4, 2012

  The benefits of taxable, tax free and tax deferred investing.

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  22 Days of Tax Planning Tips: What I Do in My Practice, Pt. 1

  By Mike Patton  |  February 29, 2012

  In the first of a series of postings, advisor Mike Patton describes practical steps he takes with clients in this year's tax season.

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  Dividends and the End of the Retirement Crisis; Easing Economic Pressure: March Investment Advisor—Slideshow

  By Editorial Staff  |  February 23, 2012

  Everyone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.

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  Investment Picks and Pans From 7 Portfolio Managers

  By Joyce Hanson, AdvisorOne  |  December 13, 2011

  As the year comes to a close, portfolio managers are positioning assets with a forward look to 2012—and considering the state of the global economy, they’ve got an upward climb ahead.

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  4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—Slideshow

  By Editorial Staff  |  October 25, 2011

  In October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.

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  Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 27, 2011

  Frank Maiorano, Trust Company of America’s new CEO, is leading the firm’s growth initiative with an innovative technology play that may well “forever change the way wealth management is performed.”

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  What Advisors Are Telling Panicky Clients About Market Volatility: Roundup

  By Joyce Hanson, AdvisorOne  |  August 18, 2011

  The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do