Oklahoma

• 

  Custodians Offer More Trust Services to BDs and RIAs

  By Joyce Hanson, AdvisorOne  |  August 23, 2012

  Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.

• 

  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.

• Top of the Dividend Charts

  By Ed McCarthy  |  July 26, 2012

  With current market conditions and global economic trends, advisors have a good opportunity to introduce more clients to companies that make the Mergent Dividend Achievers roster.

• 

  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.

• 

  Branch Manager’s Cowboy Call: ‘Can You Ride for the Brand?’

  By Jane Wollman Rusoff  |  June 27, 2012

  Hard-driving, competitive, goal-focused, Keith A. Vanderveen, president of the home region of Wells Fargo Advisors’ Private Client Group, does not mince words.

• 

  Whitney on Dimon’s Testimony: ‘He’s the Antithesis of Blankfein’

  By John Sullivan, AdvisorOne  |  June 19, 2012

  “He charms,” Meredith Whitney said. “He’s incredible. He gave the senators a massage and they gave him a massage back.”

• 

  IRS Guides Foundations in Making Investments

  By Michael S. Fischer  |  June 11, 2012

  The Treasury is giving private foundations that use program-related investments in the form of loans or capital investments a helping hand in deciding whether their investments qualify for beneficial tax treatment.

• 

  New Hire Roundup: Christian Named FiNet President

  By Marlene Y. Satter, AdvisorOne  |  June 6, 2012

  This week in new hires, Kent Christian was named the new president of FiNet; BlackRock named Mark Howard-Johnson head of global real estate securities management; and Ross Hikida became a member of AARM Corp.’s board.

• 

  15 Best Cities for College Grads to Find Work—and Live

  By Danielle Andrus, AdvisorOne  |  June 5, 2012

  More than half of employers say they plan to hire recent college grads this year, according to a survey by CareerBuilder—but where?

• 

  Why Entrepreneurs Love Dallas and Hate L.A.

  By Gil Weinreich, AdvisorOne  |  May 8, 2012

  A survey conducted by Thumbtack, a website that helps consumers get bids from local handymen, yoga instructors and even financial advisors, provides data from local entrepreneurs themselves.