The new chairman and CEO of A.G. Edwards says an acquisition might be in the cards. “I want to make acquisitions if I find [targets] that are culturally acceptable to our current model,” Robert Bagby told RR Online Exclusives in a...
UBS PaineWebber conducted a survey with the Gallup Organization that showed consumer confidence in the economy hit a four-year low in April. Souring business conditions and general job insecurity are to blame for the pessimistic outlook, according...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Company offers free Market Opportunity Guide for IRA Distribution Planning COLUMBUS, Ohio, -...
Less than a month after First Union Securities proposed a merger with Wachovia Corp., SunTrust Banks stepped into the picture today, making a bid to buy Wachovia. According to SunTrust, its offer of $14.7 billion represents a 17% premium to the...
Most policy-makers agree that the transfer tax system -- more commonly known as the estate tax, the gift tax and the generation-skipping tax -- needs some sort of reform. What type of reform, and how far it should go, is a matter of heated debate...
Access Mr. Zale's Web site: visualartsadvisory.com "There is no such thing as Art. There are only artists." E.H. Gombrichs epigram, written at the beginning of his 1950 classic text The Story of Art, is still true today. Art capitalized does not...
SBSC Calls for Terminating Death Tax The Small Business Survival Committee (SBSC) reiterated its view during National Small Business Week that the death tax should be eliminated. "While a few dozen wealthy individuals and the death tax industry...
Recent Case Law Developments In Will And Trust Instrument Construction By Charles A. Redd Sonnenschein Nath & Rosenthal, St. Louis, MO LITIGATION IS NOW MUCH A PART OF the life of the fiduciary. The construction process of Will and trust...
The state of online trading was quite evident to wirehouse brokers at the Los Angeles Times Investment Strategies Conference, which was held Saturday and Sunday at the Los Angeles Convention Center. Merrill Lynch, Morgan Stanley, UBS PaineWebber...
Jeff Peek, president of Merrill Lynch Investment Managers (MLIM), said Tuesday that the division “lost contact” with the firm’s retail brokers in the 1990s, and has “completely turned that story around today.” Peek...
