Tennessee

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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.

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  Top 10 States With Most & Fewest Millionaires

  By Michael S. Fischer, AdvisorOne  |  January 7, 2013

  Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.

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  House Passes Fiscal Cliff Bill, Averting Plunge—for Now

  By ALAN FRAM, Associated Press  |  January 2, 2013

  House passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.

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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.

• Total-Return Investing: The Case Stays Strong

  By Ed McCarthy, CFP  |  December 20, 2012

  While clients’ financial goals and risk tolerance tend to drive their portfolio allocation, there is a significant role for total-return investing among most investors, including those focused primarily on income or growth, experts say.

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  10 Best & Worst State Pension Systems

  By Danielle Andrus, AdvisorOne  |  November 29, 2012

  AdvisorOne focuses on the five best and five worst states Morningstar studied regarding their pensions' health.

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  Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

  By Editorial Staff  |  November 21, 2012

  The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.