Ohio

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  Raymond James Rolls Out Mobile App, New Websites for Clients

  By Janet Levaux, AdvisorOne  |  December 28, 2012

  The firm says it will launch more IT improvements for financial advisors and clients in the coming 12-18 months.

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  Senate Pushes House on Fiscal Cliff

  By Marlene Y. Satter, AdvisorOne  |  December 28, 2012

  Speaker of the House John Boehner called for Congess to reconvene on Sunday.

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  Hope Dims for Fiscal Cliff Deal Before Christmas

  By John Sullivan, AdvisorOne  |  December 21, 2012

  A Christmas miracle on the fiscal cliff faltered after House Speaker John Boehner called an abrupt recess for the House, handing responsibility for a deal to President Obama and the Democrats.

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  Sensible Maverick

  By Jane Wollman Rusoff  |  December 20, 2012

  Turning life’s lemons into lemonade is a neat feat.

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  Erskine Bowles: 40% Chance of Cliff Deal

  By John Sullivan, AdvisorOne  |  December 10, 2012

  Like the lottery, maybe he’s just playing the ages of his kids.

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  11 Senators Unite on Resolution to Protect Retirement Tax Incentives

  By Melanie Waddell, AdvisorOne  |  December 7, 2012

  With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.

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  Morgan Stanley Nabs $5.5 Million Producers From Merrill, Barclays

  By Janet Levaux, AdvisorOne  |  December 4, 2012

  The eight financial advisors also have nearly $780 million in combined client assets

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  New Hire Roundup: Commonwealth Named as a Top Place to Work—Again

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.

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  Lawmakers Head Back to Work With Fiscal Cliff Looming

  By Melanie Waddell, AdvisorOne  |  November 12, 2012

  El-Erian and Lieber of Washington Analysis weigh in on the proper course to avert automatic cuts on Jan. 1.

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  After Obama Victory, How the New Government Is Shaping Up for Advisors: Updated

  By James J. Green, AdvisorOne  |  November 7, 2012

  Some notable newcomers—Elizabeth Warren, for one—join Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.