Dan Jamieson

AIMR Addresses Analyst Conflicts
The Association for Investment Management and Research (AIMR) is working on new guidelines to address analyst integrity. Charlottesville, Va.-based AIMR
Salomon Smith Barney
When Travelers Group and Citicorp merged in 1998, Travelers chief Sandy Weill crowed about the cross-selling potential. Back then, reps worried about
Rep Wins $28 Million in Employment Case
A broker who suffered retaliation by his firm won nearly $28 million in an arbitration decision. Of that amount, $25 million was punitive damages a record
Tools: IBD Online
Check out this useful site for market insights and fresh ideas.
Creative Twists With MRDs
Favorable new rules covering minimum required distributions (MRDs) have created post-death planning opportunities.
Roundtable: Retirement Plans in Peril?
How do you keep clients on track through tumultuous markets? Are changes in order? Three reps who focus on retirement issues share some thoughts.
What Should Clients Expect?
Wisdom, guidance, empathy and conviction--but that's it.
Ibbotson Offers Free Slide Showing Past Catastrophes
Ibbotson has sent out to financial advisers an e-mail containing a presentation-quality slide showing what the market has done after previous tragic events.
Recommended Reading
Chicago Sun Times Story Shows Danger in Investing Alone
Brokers' Median Pay Topped $366K Last Year
Retail broker production and pay hit yet another record high in 2000 the sixth consecutive year of higher commissions, fees and earnings, according to
Wall Street is a Community
Strong relationships are very much alive and kicking.
Advanced Studies
Reps who hold various professional designations share their thoughts about some of the educational programs.
SSB Back at Greenwich HQ; MS Spreads Out
All of Smith Barney’s employees at its headquarters building at 388 Greenwich Street in the Tribeca section of Manhattan--a bit uptown from the Wall Street
Two Key Merrill Execs Are Out
Merrill Lynch announced today that two key Merrill Lynch executives will be replaced. Jeffrey Peek is no longer head of the firm’s asset management unit,
Changing the Culture
More teams, more women, less nonsense
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