Oregon

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  SCF Lures Walnut Street Team of 4 Advisors

  By Janet Levaux, AdvisorOne  |  May 17, 2013

  The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Raymond James IBD Kicks Off Big Texas Confab

  By Janet Levaux, AdvisorOne  |  April 22, 2013

  “Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.

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  Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups

  By Janet Levaux, AdvisorOne  |  April 9, 2013

  The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.

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  After Stockton, Economist Sees More Pain in California and Beyond

  By Gil Weinreich, AdvisorOne  |  April 5, 2013

  For a broader look at the municipal finance crisis affecting California and the nation, AdvisorOne spoke with Bill Watkins, a veteran economic forecaster.

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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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  Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

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  SEC Enforcement Roundup: CR Intrinsic Slapped With Record Insider Trading Fine

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2013

  The SEC settlement by CR Intrinsic was for $600 million, the largest ever in an insider trading case; meanwhile, a financier was charged in a scam involving pre-IPO Facebook stock.

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  Second Thoughts: Making Better Decisions

  By Olivia Mellan, Sherry Christie  |  February 25, 2013

  When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.

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  Top 10 Mega-Wealthy Donors in 2012

  By Michael S. Fischer  |  February 11, 2013

  The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.