software development

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  Relocation Expert Warns California’s Tax Hikes Will Push Out More Businesses

  By Gil Weinreich, AdvisorOne  |  May 16, 2012

  Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes.

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  DOL’s Secret Fiduciary Fix Offers BDs Big Opportunity

  By Gil Weinreich, AdvisorOne  |  April 3, 2012

  A little-known DOL exemption for computer modeling confers a marketing advantage for IRA rollovers, says Lou Harvey of market research firm Dalbar.

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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

• Building Value That Lasts

  By Ed McCarthy, CFP  |  October 26, 2011

  Corporate sustainability is beneficial for both managers and investors. According to Dow Jones, corporate sustainability is “a business approach that creates long-term shareholder value by embracing opportunities and managing risks deriving from economic, environmental and social developments.