Texas

• 

  Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow

  By Editorial Staff  |  May 25, 2012

  The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.

• 

  Exploring Independence

  By Ellen Uzelac  |  May 24, 2012

  On his website, independent advisor Brian Solik bluntly describes himself as a “former Wall Street broker.”

• 

  The Shale Gas Rush

  By Gerald Burstyn  |  May 24, 2012

  From Mississippi to Pennsylvania and Ohio to Kansas, there’s a gold rush in the natural gas market.

• 

  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

• 

  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.

• 

  Tom Nally: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Having spent nearly 20 years serving registered investment advisors in TD Ameritrade’s RIA segment, Tom Nally is ready to face what may be his greatest challenge.

• 

  SEC, FINRA Enforcement Roundup: Former Detroit Mayor, Movie Producer Charged

  By Marlene Y. Satter, AdvisorOne  |  May 11, 2012

  Among those finding themselves recently on the wrong end of an SEC action were a movie producer, former Detroit mayor Kwame Kilpatrick and a Shanghai-based auditing firm.

• 

  10 Best Tax States for Small Business

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.

• 

  Morgan Stanley Grabs Three Teams, Loses 1 Advisor

  By Janet Levaux, AdvisorOne  |  May 8, 2012

  Morgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.

• 

  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.