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By Marlene Y. Satter, AdvisorOne |
August 22, 2012
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.
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By Marlene Y. Satter, AdvisorOne |
August 8, 2012
This week in new hires, Tiger 21 named Julie Garella chairwoman of its San Francisco group, Eagle Asset Management brought in four new portfolio managers in Vermont, and Steven Young went to Citi Private Bank.
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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.
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By Joyce Hanson, AdvisorOne |
May 2, 2012
“All taxes matter, whether imposed at the federal, state or local level of government,” says SBE Chief Economist Raymond Keating in his introduction to the 2012 small business tax report.
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By Marlene Y. Satter, AdvisorOne |
March 23, 2012
Data show that there are 3.1 million green jobs in the U.S., making up about 2% of the total.
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By Marlene Y. Satter, AdvisorOne |
January 27, 2012
At the FSI OneVoice 2012 conference in Orlando, a panel including John Cronin, securities director for the state of Vermont, and former SEC official John Walsh, focus on the recently announced joint SEC-FINRA effort to examine BD branches.
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By Marlene Y. Satter, AdvisorOne |
December 27, 2011
New products introduced over the last week include a new value fund from Granite Investment Advisors and two new ETF mutual funds from Knight Capital; the adoption of a FTSE benchmark by Vanguard for one of its funds; and the addition of more tools to its active trading platform by...
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By John Sullivan, AdvisorOne |
December 21, 2011
Like food and oxygen, aggressive growth is something to which few investors would say no, especially in the current volatile market. If only it wasn’t accompanied by that nasty downside risk.
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By Ron Pechtimaldjian and Melanie Waddell, AdvisorOne |
December 7, 2011
A study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state. To determine which states had the highest financial IQ, AdvisorOne added each states’ ranking in the two categories and, like golf, the lower scores won.
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By Gil Weinreich, AdvisorOne |
November 9, 2011
Loan delinquencies are on the rise again for the first time since the end of 2009, an ominous sign for a housing market that has yet to gain its footing in a battered economy.