Another top executive at Merrill Lynch has stepped down. The company announced today that Win Smith Jr. relinquished his title as president of Merrill Lynch’s International Private Client Group, the division that oversees roughly 3,000...
NEW YORK--(BUSINESS WIRE)--Oct. 2, 2001--Merrill Lynch (NYSE: MER) today announced a new effort to assist employees and clients wishing to contribute securities, cash and/or Merrill Lynch Visa Signature Rewards Points to September 11 relief...
Ross Rogers has been replaced as head of retail at U.S. Bancorp Piper Jaffray, having been replaced by Paul D. Grangaard, the firm announced today. A Piper Jaffray press release says Rogers “is leaving the firm to pursue other interests in...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item LIFE Provides Insurance Information Following 9-11 Attacks Life and Health Insurance...
Almost everyone likes to be pampered, particularly in this age of impersonal communications. When was the last time a service provider remembered your birthday by throwing you a party, sending you a cake or a book by your favorite author? Brokers...
In the wake of the terrorist attacks of Sept. 11, brokers found clients not so much worried about their money as they were concerned about their brokers and the nation. Nobody's focused on the market yet, says a Merrill Lynch rep who was reached...
Every broker knows that the largest wealth transfer in history will take place as the baby boomers inherit money from their parents. But not everyone knows how to best capitalize on intergenerational planning opportunities. Begin by asking about...
The RR roundtable participants are: Richard G. Cohen, CIMA, is a first vice president investments and senior investment management consultant at Salomon Smith Barney's Westwood office in Los Angeles, where he also serves as producing assistant...
This year's Outstanding Sales Assistant Award Winners: Marti Nelson Dain Rauscher Eau Claire, Wis. Kim Richardson Morgan Stanley Glenwood Springs, Colo. Vicki Stone First Union Securities Louisville, Ky. Monica Van Zale A.G. Edwards Boulder, Colo...
