New Hampshire

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  SIFMA Names Former Sen. Gregg as CEO

  By Melanie Waddell, AdvisorOne  |  May 20, 2013

  SIFMA announced Monday that former Sen. Judd Gregg has been appointed CEO and that Ken Bentsen, acting president and CEO, is now president.

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  Top 10 Most Expensive States for Long-Term Care: 2013

  By Marlene Y. Satter, AdvisorOne  |  May 13, 2013

  Will you or one of your clients 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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  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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  New Hire Roundup: Christian Brothers Appoints Four

  By Marlene Y. Satter, AdvisorOne  |  March 27, 2013

  This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.

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  Precious Metals and Taxes: What to Expect With Transactions

  By Tax Facts Online  |  March 27, 2013

  The experts at Tax Facts Online on how sales of precious metals are taxed.

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  CFP Board Hires Cranford as New Lobbyist

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  The CFP Board has beefed up its lobbying power by hiring Todd Cranford, who advised former Rep. Barney Frank, D-Mass.

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  Fred Reish Explains Fee Disclosure at 401(k) Summit

  By Danielle Andrus, AdvisorOne  |  March 6, 2013

  Fred Reish of Drinker Biddle & Reath and Samuel Brandwein of Morgan Stanley took on advisors’ new responsibilities after fee disclosure at the NAPA/ASPPA 401(k) Summit.

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  SEC Names Acting, Deputy Directors of Enforcement

  By Melanie Waddell, AdvisorOne  |  February 1, 2013

  The SEC announced Thursday that George Canellos has been named acting director, and that David Bergers, director of the SEC’s Boston Regional Office, has been named acting deputy director.

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  The $5.25 Million Question: How to Protect Your HNW Clients’ Children

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 29, 2013

  Think your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.

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  How to Grab Fee Revenue You Didn’t Know You Had

  By John Sullivan, AdvisorOne  |  January 21, 2013

  A practice management change netted Asset Preservation Strategies an extra $10 million in its fee-based accounts.