Tennessee

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  Baird Nabs Morgan Stanley, UBS Advisors; Securities America Expands Recruiting Group

  By Janet Levaux, AdvisorOne  |  May 14, 2013

  The new Baird teams come on board with some $800 million in client assets under management in Minnesota and Tennessee.

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  Merrill Hires Investment Expert; Morgan Stanley Recruits 2 Advisors

  By Janet Levaux, AdvisorOne  |  May 8, 2013

  Ashwin Chhabra is leaving his post at the Institute for Advanced Study to return to his former employer.

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  Online Sales Tax Bill Seen as Rife With Unintended Consequences

  By Melanie Waddell, AdvisorOne  |  April 23, 2013

  Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.

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  Happy Tax Freedom Day!

  By John Sullivan, AdvisorOne  |  April 18, 2013

  With a William Wallace-style cry of “Freedom!” millions of taxpayers will today reach a milestone.

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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.

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  Precious Metals and Taxes: What to Expect With Transactions

  By Tax Facts Online  |  March 27, 2013

  The experts at Tax Facts Online on how sales of precious metals are taxed.

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  TD Ameritrade Grabs Ex-LPL Recruiter

  By Janet Levaux, AdvisorOne  |  March 19, 2013

  Scott Collins will lead recruiting of hybrid and fee-only RIAs. Meanwhile, Wells Fargo says it has added 27 advisors this year, and Morgan Stanley brings in three from UBS.

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  Pension Funds Sue BlackRock on iShares Revenues

  By Andy Stonehouse, BenefitsPro  |  February 5, 2013

  Two unions charge the firm of burdening them with excessive fees and systematically violating its fiduciary duties.

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  Top 10 Most Regressive Tax States

  By Michael S. Fischer  |  February 5, 2013

  In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.

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  FINRA Enforcement Roundup: Morgan Keegan Censured, Fined Over Nontraditional ETFs

  By Marlene Y. Satter, AdvisorOne  |  January 17, 2013

  Among recent FINRA enforcement actions were the censure, fine and order to pay restitution of a firm that charged its customers bogus markups.