Wealth

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  Advisors Crave More Control Over Asset Management: Aite

  By Joyce Hanson, AdvisorOne  |  November 11, 2011

  'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'

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  5 Best & Worst Broker-Dealers: Q2 Earnings

  By Janet Levaux, AdvisorOne  |  August 4, 2011

  Brokerage firms in the second quarter boosted earnings growth as high as 470% and reported declines as low as 383% — AdvisorOne selected a lucky 10 for scrutiny.

• Why a List of the 50 Top Women in Wealth?

  By James J. Green, AdvisorOne  |  July 5, 2011

  Recognizing accomplished women in and around wealth management is both appropriate and important.

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  AdvisorOne Launches Frontiers of Investing Webinar Series

  By James J. Green, AdvisorOne  |  January 24, 2011

  On Wednesday, Jan. 26, AdvisorOne’s editors are launching the first in a four-part free Webinar series on where, and how, advisors should be investing now to enhance return while managing risk.

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  Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's Pledge

  By Marlene Y. Satter, AdvisorOne  |  December 9, 2010

  In the midst of the furor over President Obama’s tax cut deal with the Republicans, a group of wealthy Americans has come out against extending the Bush-era tax cuts for high income individuals, and Warren Buffett and Bill Gates had 17 more billionaires join their pledge to give away their...

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  SEC Funding Needs to Change

  By Kathleen McBride, AdvisorOne  |  August 12, 2010

  An SEC that takes in nearly half a billion dollars more than Congress grants it is not as strong as Congress could make it.

• Public Policy Forum to Discuss 'Fiduciary Duty in a Brokerage Setting'

  By Kathleen McBride, AdvisorOne  |  August 11, 2010

  The Committee for the Fiduciary Standard (the Committee), announced a Public Policy Forum: Applying the Fiduciary Standard to the Delivery of Investment Advice, to be held on September 24.

• Fiduciary Thinker: Scholar Tamar Frankel

  By Kathleen McBride, AdvisorOne  |  August 6, 2010

  One of Wealth Manager's 50 Top Women in Wealth for 2010, Tamar Frankel has been in demand for decades as a top scholar in fiduciary law

• 2010 Top Wealth Managers: The Regulatory Breeze From Washington

  By Kathleen McBride, AdvisorOne  |  July 12, 2010

  Regulatory uncertainty was often cited as one of "three most critical risks to your firm" by the RIAs who participated in Wealth Manager's 2010 Top Wealth Managers annual survey.

• What’s on the Minds of the Top Wealth Managers?

  By Kathleen McBride, AdvisorOne, Kathleen McBride, AdvisorOne  |  July 9, 2010

  Wealth Manager is proud to present the 10th annual Top Wealth Managers rankings in a special new area of WealthMa