Nebraska

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  Sen. Schumer: ‘Scrap’ Simpson-Bowles in Fiscal Cliff Talks, Raise Top Tax Rates

  By Melanie Waddell, AdvisorOne  |  October 9, 2012

  Schumer says “old style” tax reform is now obsolete because there are two new conditions that exist today that didn’t exist when the Tax Reform Act of 1986 was passed: “a much larger, more dangerous deficit, and a dramatic increase in income inequality.”

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  SEC, FINRA Enforcement Roundup: Merrill Slapped With $500,000 Fine

  By Marlene Y. Satter, AdvisorOne  |  September 27, 2012

  Recent FINRA actions include a $500,000 fine against Merrill Lynch for failing to file required reports, and a joint action with the SEC and the exchanges against Hold Brothers.

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  New Hire Roundup: Armstrong Named Wealth Dynamics Coach at Ascent

  By Marlene Y. Satter, AdvisorOne  |  August 29, 2012

  This week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.

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  State Debt Burden Barely Moved by Deficit Cuts: Report

  By Gil Weinreich, AdvisorOne  |  August 28, 2012

  State budget gaps have shrunk by half compared to the previous year, yet the mountain of debt burdening the states has barely budged—indicating a systemic crisis fueled by unfunded liabilities.

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  BOK Financial Acquires The Milestone Group

  By John Sullivan, AdvisorOne  |  August 20, 2012

  In a further sign the advisor industry is headed for consolidation and “roll-up,” Tulsa-based BOK Financial Corp. announced Monday that it has acquired The Milestone Group.

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  New Hire Roundup: Rogers, Wolf Move Up at Gemini

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.

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  12 Worst Financial Advisors in America

  By Ron Pechtimaldjian, AdvisorOne  |  July 26, 2012

  AdvisorOne found BrokerCop.com’s list and ranked each “Advisor Horribilis” from the past year in reverse order of horribleness, balancing amount of money stolen with amount of “ick” factor involved.

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  A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees

  By Ellen Uzelac  |  July 26, 2012

  How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.

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  Buffett’s 9 Nuggets of Wisdom on Banks, Investments, More

  By John Sullivan, AdvisorOne  |  July 16, 2012

  The Oracle of Omaha had some contrarian things to say about the U.S. economy, the big banks, and what he calls “the tapeworm of the American economy,” on Bloomberg TV.

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  Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—Slideshow

  By Editorial Staff  |  June 28, 2012

  In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.