Utah

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Raymond James, Wells Fargo Grab Morgan Stanley Teams

  By Janet Levaux, AdvisorOne  |  August 13, 2012

  Wells’ FiNet also adds a team from Citizens Bank, as MSSB sees an IT exec depart, as well.

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  20 Best Big Cities for Successful Aging

  By Gil Weinreich and Ron Pechtimaldjian, AdvisorOne  |  August 9, 2012

  Far from a list of Florida cities with cheap eats, the Milken Institute rankings tally 78 variables on metropolitan regions, with surprising results.

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  House Rejects Senate Measure on Bush Tax Cuts

  By Melanie Waddell, AdvisorOne  |  August 2, 2012

  The House took the opposite stance to the Bush tax cuts as the Senate and passed legislation on Wednesday that would extend all of the expiring cuts for everyone for one year. Separately on Thursday, Senate Finance panel passed a bipartisan bill to extend other tax cuts for families and...

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  UBS Offers Big Help for Small Business

  By Jane Wollman Rusoff  |  July 26, 2012

  The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.

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  Obama Proposes to Extend Bush Tax Cuts Excluding Top Earners

  By Melanie Waddell, AdvisorOne  |  July 9, 2012

  Plan would be for one year and exclude those families earning more than $250,000; GOP opposed, wants to extend cuts for all.

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  SEC Enforcement Roundup: $100M Real Estate Ponzi Scheme Busted

  By Marlene Y. Satter, AdvisorOne  |  June 28, 2012

  Recent SEC actions include shutting down two Ponzi schemes, one that brought in $100 million and another that collected $42 million. A Malaysian advisor was sued for not advising.

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  New Hire Roundup: Casares Joins Genworth; Stratos Adds Three

  By Marlene Y. Satter, AdvisorOne  |  June 13, 2012

  This week in new hires, Rico Casares joined Genworth Wealth Management, and Stratos Wealth Partners welcomed three advisors to two new offices.

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  Raymond James, LPL Add Morgan Stanley Advisors as MSSB Grabs Wells Team

  By Janet Levaux, AdvisorOne  |  June 13, 2012

  Two teams leave Morgan Stanley to go independent, while another chooses to keep its employee status.

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  CFO Wields Baseball Bat in ‘Talk’ With CEO

  By John Sullivan, AdvisorOne  |  May 17, 2012

  CFO of global investment firm Talos Partners allegedly used a baseball bat to “emphasize his displeasure with his boss.”