Here are all of the comments RR heard from First Union brokers. A "They are highest level in terms of investment consulting research/fee-based programs. Only one or two firm comparable in whole country." B "Doesn’t support new brokers very...
An impressive list of African-American business leaders and entrepreneurs, including Black Entertainment Television Chairman and CEO Robert Johnson, today announced a call for the repeal of the estate tax. The group's perspective on the tax will...
Morgan Stanley is today saying that it will not lay off any brokers. The firm is responding to a Wall Street Journal story in today’s paper that says the firm is considering eliminating 1,000 brokers--7% of its brokerage force--as well as...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item State Taxes are Major Factor in Retiree Relocation Decisions REDDING, Conn. -- As tax season...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Asset Managemement Firm Still Sees Opprtunity in Stock Market, Calls for Increase in Equity...
Morgan Stanley Dean Witter officially became Morgan Stanley on Monday, shortening its name because the firm considered it “unwieldy.” The firm decided to change its name in January as part of a global branding initiative, pending a...
Fresh off the heels of its JW Genesis acquisition, First Union Corp. wants to expand its platform for independent brokers, says Don McMullen, vice chairman and head of the Capital Management Group at First Union Corp. Speaking at a Putnam Lovell...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item DEATH TAX REPEAL OUT FOR NOW? The Associated Press ARLINGTON, Va. -- President Bush's chief...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Half of Americans Have Not Sought Advice for Financial Planning in Past Year; Survey by...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Coalition Warns that Repeal 'Comes With a High Price' WASHINGTON, -- As a U.S. Senate Finance...
