Chris O'Leary

The Trouble With Annuities
For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients
Break a Legg
In 1970, Legg & Co., a venerable brokerage firm based in Baltimore, made a momentous strategic decision. It merged with an eight-year-old local upstart,
The High Cost of Admission
Robert Isbitts, president and chief investment officer of Weston, Fla.-based Emerald Asset Advisors, is re-examining his hedge fund investing strategy
Attention Shoppers
Efforts to make corporate bonds more appealing to retail investors have reached a crossroads, and their ultimate success or failure now depends in large
The Dawn of the Retirement Age
Ric Edelman, who runs Fairfax, Va.-based financial advisory firm Edelman Financial Services, received a call a while ago from a prospective client, who
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