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By Michael S. Fischer, AdvisorOne |
January 7, 2013
Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.
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By Danielle Andrus, AdvisorOne |
November 29, 2012
AdvisorOne focuses on the five best and five worst states Morningstar studied regarding their pensions' health.
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By Marlene Y. Satter, AdvisorOne |
November 20, 2012
The SEC charged a man who was high school dropout and a phony “investment advisor” who spent his clients’ funds on drugs and gambling; and a group of former high school buddies were charged with engaging in insider trading.
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By Joyce Hanson, AdvisorOne |
October 29, 2012
Both the NYSE and Nasdaq were closed Monday due to the superstorm, though electronic trades continue on Arca, and SIFMA recommends bond market closure.
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By Marlene Y. Satter, AdvisorOne |
October 25, 2012
If Gov. Romney wins the election, his Cabinet will take a very different direction on economic policy than Obama’s. Here are some of the choices to head those key posts.
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By Janet Levaux, AdvisorOne |
October 24, 2012
There’s a long list of challenges facing the world and the companies that do business in it: climate change, access to energy resources, adequate food supplies, clean air and water, health care—and the list goes on.
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By Gary Raphael, ACE Private Risk Services |
September 18, 2012
Shady characters are finding an increasing number of ways to get at HNW families’ money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.
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By Marlene Y. Satter, AdvisorOne |
August 22, 2012
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.
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By Gil Weinreich and Ron Pechtimaldjian, AdvisorOne |
August 9, 2012
Far from a list of Florida cities with cheap eats, the Milken Institute rankings tally 78 variables on metropolitan regions, with surprising results.
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By Melanie Waddell, AdvisorOne |
July 12, 2012
“Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.