One day after The Wall Street Journal reported that Merrill Lynch was looking to slash its spending in its retail unit by $300 million to $400 million a year, President Stan O’Neal took the opportunity today to try and calm some fears of...
CCH Booklet Educates Financial Services Practitioners About Identity Theft Today, many thieves arent content just to steal money from someones wallet, according to CCH INCORPORATED (CCH), a leading provider of banking, securities and insurance law...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Executive Compensation High In Health Care Industry: Study NEW CANAAN, Conn. -- Executives...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item MARKET*ACCESS HOLDS FIRST HOMELAND DEFENSE CONFERENCE ON October 23, 2001 ABOUT THE BUSINESS...
Ever since proposals started brewing last year for the proposed repeal of the estate tax, there has been significant debate within gift planning circles about what the potential repeal would mean for the future of philanthropy. Some...
Scheffel v. Krueger: The Effectiveness of Statutory Spendthrift Trust Protection1 By Steven J. Oshins Oshins & Associates, P.C., Las Vegas, NV and Christopher M. Riser Mayer & Riser, PLLC, Highlands, NC In Scheffel v. Krueger,2 decided by the New...
Who owns the client ... the brokerage firm or the broker? Merrill Lynch retail chief James Gorman says the numbers answer that question quite clearly. “The experience is that when brokers leave they take 65% of their book,” Gorman told...
Ibbotson has sent out to financial advisers an e-mail containing a presentation-quality slide showing what the market has done after previous tragic events. Reps who did not receive the e-mail can call Ibbotson at 800/758-3557, or e-mail sales...
The impact of the terrorist attacks of Sept. 11 on the securities industry looks to be more than $1 billion. An SIA report estimates that the securities industry’s net operating profits for the third quarter, which showed indications of...
