Janis Samaripa

Janis
Samaripa
Articles
Morgan Stanley
Morgan Stanley reps' business cards got shorter this year, with the deletion of the Dean Witter name in April. Yet the change rated nary a mention by
Trends and Issues: Survey--Fewer Americans Saving for Retirement
The percentage of people saving for retirement in 2001 decreased to 71%, compared with 75% in 2000, according to the 2001 Retirement Confidence Survey,
Tools: Business Improvement
In his book, Sell From the Heart, Harry Pappas Jr. says the best way to grow your business is by focusing on relationships with clients. He who services
Get Out and Vote
American Express rep Maryann Burtt advocates a politically active populace as a board member for the League of Women Voters. Voter apathy upsets Maryann
Online Exaggerations
Financial services firms often tout their Web offerings, but execs admit in a study that they have a way to go to measure up to clients' expectations.
Tracking Clients, Part I
Since you can't put a cookie in your clients' computers, Registered Representative conducted an exclusive survey to reveal what clients are doing on the Internet.
Family Funds
Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, Funding Your Dreams Generation to Generation, she tells
Tracking Clients
Since you can't put a cookie in your clients' computers, Registered Representative conducted an exclusive survey to reveal what clients are doing on the Internet.
Retirement Rules
In January, the Internal Revenue Service released new required minimum distribution (RMD) rules that affect investors with IRAs and qualified retirement
RR Survey: Insights on Independents
An RR exclusive survey shows independent brokers like having freedom and operating small practices, but sometimes struggle with the workload.
Guiding Christian
Broker Richard Patenaude likes to reach out. That's why he said yes to a four-year commitment to mentor Christian Kennedy, helping him grow from humble
Dain Retention Plan Unveiled
For sticking it out during the transition of the merger with Royal Bank of Canada, Dain Rauscher reps will receive retention bonuses worth an estimated
American Express Settles Sales Practices Class Claim
American Express Settles Sales Practices Class Claim Firm sets aside $215 million to pay as many as two million customers.American Express Financial Corp.
Seniors and Uncle Sam
Book designed to help financial advisers point out tax traps for older clients.If seniors aren't the bulk of your clients already, they might soon be.
Tracking Clients
Since you can't put a cookie in your clients' computers, Registered Representative conducted an exclusive survey to reveal what clients are doing on the Internet.
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