New Jersey

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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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  7 All-Star Tax Experts: 7 Crisis-Tested Strategies

  By Marlene Y. Satter, AdvisorOne  |  April 1, 2013

  Strategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.

• Bonuses Up 8%: Report

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Wall Street bonuses should be up about 8% this season and total $20 billion, according to New York State Comptroller Thomas DiNapoli. But experts caution that this increase doesn’t necessarily translate into much these days for advisors.

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  How to Shake Up Your Marketing

  By Ellen Uzelac  |  April 1, 2013

  Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.

• Fluid Performance

  By Ed McCarthy, CFP  |  April 1, 2013

  Profits and dividends keep streaming from water company stocks.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.

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  H.D. Vest Picks a Compliance-Friendly Social Media Platform

  By Joyce Hanson, AdvisorOne  |  March 29, 2013

  Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Illinois Settles SEC Fraud Charge Over Pensions

  By John O'Connor, Associated Press Political Writer  |  March 26, 2013

  Gov. Pat Quinn’s administration admitted no wrongdoing in the way state officials borrowed money to pay pension obligations through $2.2 billion in municipal bond sales from 2005 to 2009.

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  Senate Banking Chief Johnson Announces Retirement

  By Melanie Waddell, AdvisorOne  |  March 26, 2013

  Sen. Tim Johnson, D-S.D., chairman of the Senate Banking Committee, announced Tuesday that he would not run for re-election when his term ends in 2014.