Location City: Dubuque Location State: IA Base Salary: 90000 Bonus & Incentives: Eligible for the officer's bonus Position Responsibilities: $1 billion dollar wealth management department in a regional bank in Dubuque, IA... is looking for a...
Location City: Traverse City and Petoskey Location State: MI Base Salary: $50K - $55K Base + Competitive Incentive Position Responsibilities: Major Midwestern Bank seeks strong individuals to serve as Private Client Relationship Managers...
Location City: Western portion of state Location State: MA Base Salary: $125,000 - $130,000 DOE Bonus & Incentives: Includes: 1) Annual bonus incentive eligibility. Payout has averaged 30%. 2) Stock Options Position Responsibilities: Subsidiary...
The Internal Revenue Service has done a yeoman's service in publishing specimen safe-harbor charitable remainder unitrust (CRUT) agreements for inter vivos and testamentary trusts. The specimens issued in August 2005 update, improve and greatly...
Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Regulators exposed longstanding marketing practices that quietly boosted the profits of money managers and...
Many businesses spend small fortunes to establish and promote their brands. Last year, Merrill Lynch, for example, spent about a half-a-billion dollars on marketing and business development. Imagine Merrill's new challenge: Come April, Merrill...
SMALL BUSINESS 2005: TAX DEDUCTIONS FLOURISH IN NEW YEAR There is one deduction, according to Rick Thompson, a tax partner at Sikich Gardner & Co. in Aurora, Ill., that can make a world of difference for many companies with sales under $10 million...
Few things vex small business owners more than providing employees with health insurance. That may be changing, though, because of health savings accounts (HSAs), which are now available with high-deductible health plans. Brokers who include these...
The recent acquisitions of Legg Mason's retail brokerage by Citigroup and Advest by Merrill Lynch brought an interesting recruiting problem into high relief: Raiding. Simply put, there are some brokers who are too hot to touch: groups or teams who...
