You’ve just received your Series 7 ... and you’re armed with guns and forced to battle it out by killing your competitors on TV. Huh? Obviously, this is not what Series 7 reps are supposed to do. Well, at discount firms, maybe ... But...
2001 Nationwide Tax Forums Underway The 2001 IRS Nationwide Tax Forums are three-day conferences organized for the benefit of the tax professional community. These programs include a variety of informative seminars designed to provide the tax...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Banks' Best Customers Attracted to Asset-Based Long-Term Care INDIANAPOLIS-- Bank insurance...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item New IRS Web Section to Alert Taxpayers and Practitioners of Tax Fraud The IRS has announced...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Business Trust over Which Actual Grantor Retained Control Was a Sham (CIM Trust, TCM; Pelham...
Merrill Lynch’s telephone support centers for smaller investors have been called the best in the financial services business by Call Center Magazine, a publication for call center managers. In the June 2001 issue, the magazine says Merrill...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Florida Banking Association Recognizes Outstanding Contributions PALM BEACH, Fla. -- The...
International standards for financial planning are in the works. Four working groups established by an International Organization for Standardization (ISO) committee to develop global planning standards are submitting their proposals. ISO, a...
International standards for financial planning are in the works. Four working groups established by an International Organization for Standardization (ISO) committee to develop global planning standards are submitting their proposals. ISO, a...
"The best place to succeed is where you are with what you have."--Charles M. Schwab "Wherever you see a successful business, someone once made a courageous decision." -- Peter Drucker
