Missouri

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  Advising Military Retirees Requires Understanding ‘Nuances’

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  After 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.

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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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  House Bill to Require SEC, DOL Fiduciary Collaboration

  By Melanie Waddell, AdvisorOne  |  May 16, 2013

  But SEC’s Mary Jo White maintains SEC and DOL are "two different agencies"; says more exam "coverage" is needed for advisors.

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  New Hire Roundup: U.S. Bank Adds Felchle, Ernst

  By Marlene Y. Satter, AdvisorOne  |  May 15, 2013

  This week in new hires, Steve Felchle and Jason Ernst joined U.S. Bancorp Investments, and David Skaggs went to the Private Client Reserve.

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  Top 10 Cheapest States for Long-Term Care Costs: 2013

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

  Will you or your client be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  Fighting for His Clients

  By Jane Wollman Rusoff  |  April 29, 2013

  Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.

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  529 College Savings Plans: Never Too Late to Start

  By John Sullivan, AdvisorOne  |  April 8, 2013

  Late college saving is better than no college saving, says WSJ's Rosenthal.

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  Taxes and the States: Which Take the Biggest Bites?

  By Mike Patton  |  April 1, 2013

  Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.

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  LPL Branding Plan: A Work in Progress

  By Janet Levaux, AdvisorOne  |  March 21, 2013

  The independent broker-dealer ends its CNBC campaign this week and refuses to elaborate on future plans.