Trusts & Estates Magazine teams-up with its sister publication, Registered Rep, to create the original weekly Wealth Management enewsletter . First issue was released February 6, 2002. Current circulation is 38,000 subscribers. Be sure to sign-up...
Harris Acquires Northwestern Trust CHICAGO The Harris today announced that an expanded array of investment management solutions will be available to clients in the Pacific Northwest through both the acquisition of Seattle-based Northwestern Trust...
New Variable Annuity May Be Used For Elder Care Hartford, CT -- The Phoenix Companies, Inc. has introduced a new flexible premium variable annuity with a shortened surrender charge period and innovative benefit options. "This product is designed...
First Union Securities will announce Wednesday that it has been renamed Wachovia Securities, Registered Rep. magazine has learned. The name change is effective May 2002. This is the fourth name change in the past 10 years for both former Kemper...
Alan Schroder, new head of Bank of Americas Individual Investor group, said in an interview with Registered Rep. that his plans for the group include expanding its investment consultant force and expanding training initiatives, probably through a...
The shift to fee-based brokerage services is not only changing how reps and advisors go about their business, it is also changing the products they sell. Exhibit A in this trend is a new category of C-class mutual fund shares. These so-called...
It has never been hard to convince parents and grandparents that they should put some money into the market now so that when that adorable little bundle from heaven is ready to get his first tattoo and body-piercing, the money will be there for...
As much of the nation reeled from fresh layoffs late last year, SolomonEdwardsGroup was busily recruiting financial professionals in south Florida. In little more than a month, the executive search firm filled 22 jobs at Morgan Stanley, Salomon...
Once investors reach millionaire status, they develop a completely different attitude toward their portfolios. Mutual funds are well and good for people who still have six-figure estates, but once they cross into millionairedom, they want products...
When I first heard the quote, No one of us is as strong as all of us, it really struck a nerve. It made me realize that I wasn't really leveraging my best resources my top clients. While I had always asked them for referrals, I realized there was...