Here we go again … another name change is in the works at Salomon Smith Barney. The retail unit will no longer use “Salomon” in the name. It will be known as Smith Barney at the start of the first quarter of 2002, according to a...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, associate editor Send an email with your news item Life Insurance Valuation, Life Settlements Subject of National Estate Planning Conference...
Clients want to know if they should make changes. Only a few probably need to, but all of them need your help in reaffirming their long-term plans. Many reps are finding market turmoil is useful in reaffirming long-term strategies, as well as...
SEC chairman nominee Harvey Pitt faces severe conflicts of interest, according to legal experts. In his 20-plus years in private legal practice, Pitt has represented Merrill Lynch, the NYSE and all of the big five accounting firms the SEC...
Page 3 Investment Analysis Programs Company Product Name/Cost Key Features Advisory World 800/480-3888 www.advisoryworld.com Analytics $175/year, $17 monthly updates, $35 quarterly updates Reviews portfolios and securities of various types...
When new suites were being built at Advest's office in Boca Raton, Fla., Stacy Englander could have easily moved into a spacious corner office with a striking city view from her window. She declined. That's because Englander needs walls, not...
Financial services firms often tout their Web offerings, but execs admit in a study that they have a way to go to measure up to clients' expectations. The rhetoric about exemplary online services in the financial community is giving way to real...
If you're a regular reader of this column, you may be familiar with what I emphasize as the four key dimensions of life: financial health, personal health, family health and spiritual health. Here are some thoughts on each dimension. Financial...
First Union issued a document to employees and stockholders Thursday highlighting what it thinks are the top 10 reasons why its proposed merger with Wachovia Corp. is better for Wachovia stockholders than a competing deal from SunTrust Banks. "One...
