Job Title: Market Investment Executive Location: Palm Beach, FL Open Date: 01/24/03 Position Number: 16120 Job Status: Full Time Company: Bank of America Title: Market Investment Executive Location: Palm Beach/Southeast FL Area of concern...
Job Title: Fiduciary Specialist I Location: Charlotte, NC Open Date: 01/15/03 Position Number: 14762 Job Status: Full Time Position: Fiduciary Specialist I Duties: Provides fiduciary support and expertise to meet the needs of clients in support of...
In the old days, trusts departments were backwaters in which investment programs had to conform to the most conservative of standards. Servicing the trust market was hardly a business that generated much excitement. But baby boomers and their...
The confusing slew of regulations that have followed on the heels of the Sarbanes-Oxley Act has tapped a strange feeling in brokers: the fear of violating securities rules unwittingly. A recent investigation by the NASD shows their worries are not...
Is that an eye chart or a business card? It's a fair question to ask many financial advisors. Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off in e-mails, resumes...
Last December, when Paul O'Neill resigned as treasury secretary, the rumor mill churned out a number of potential nominees including one Charles Schwab. John Snow of CSX got the nod, but the mere prospect of Mr. Schwab going to Washington set us...
Robert Augustus Gardner Monks, one of the world's best-known shareholder activists, has been called a traitor to his class. Born in Boston to a wealthy, powerful family whose origins in the U.S. predate the Revolution, Monks rejected a life of...
It's a hirer's market out there, but brokerage firms have not stopped recruiting. In fact, although it is quieter than usual, many firms are still willing to pony up big bucks in hopes of attracting top-shelf talent. But today's compensation...
Five years ago, the story of Section 529 plans might best have been summarized by the following headline: College Savings Plans Explode in Popularity. However, in the wake of the current multiple-year bear market, those headlines today might be...