What's Up at Firms?Commented on: 6 years ago (June 30, 2009)
Sam Houston wrote:I just wanted to say congratulations to Wachovia for the 70+% raise they have given themselves by not paying it's brokers the 12-b-1 fees from money market mutual funds. ...
What's Up at Firms?Commented on: 7 years ago (March 22, 2009)
ssirish wrote:Wachovia pockets 12b1 fees in Ira wrap fee accounts. They have said they will not let American funds f2 share class on the allowable list ( no 12b1) . Only the F1 share class where...
Prospecting, Marketing and SellingCommented on: 8 years ago (March 29, 2008)
I've never seen how fee-based is better for the client. Why are you going to fees?
GeneralCommented on: 8 years ago (January 3, 2008)
I found out I passed the CFP test today also. Very relieved.
What's Up at Firms?Commented on: 8 years ago (September 3, 2007)
I guess I don't understand why there is such an uproar over the Money Market Rates issue...it is my understanding, if you have clients (at WS) that want to hold cash as an investment, you can...