Mother-son team adds `spark' to consulting business and delights clients.The last thing Linda Rhodes wanted 10 years ago was for her son to become a stockbroker like her.Today, the last thing Rhodes wants is for her son, Jordan, to leave her...
How values-inclusive investors can profit and forge social change.Would you rather make money or save the planet? Maybe you can do both. That's the premise of "Investing With Your Values - Making Money and Making a Difference," by Hal Brill, Jack...
Latest move will add 401(k)s via E superscript *Trade Bank.Online discounter E superscript *Trade will be adding 401(k)s to its stable of offerings, continuing its evolution toward fuller service.An E superscript *Trade spokesperson confirms that...
Corporate cost-cutting spills over to branches, dampens enthusiasm.Merrill Lynch brokers are applauding the firm's cost-cutting measures, including 1,800 layoffs in the brokerage division to reduce the "bloated bureaucracy" they say was...
The moment of failure is embedded in Sam Maxwell's mind. He was the No. 1 ranked weightlifter in America. He was going to represent the country at the 1988 Olympics in Seoul, Korea."All I had to do was show up for the Olympic Trials in Atlanta...
New Ibbotson charts illustrate a wide range of investment principles.Having trouble convincing clients not to jump on the hot stock of the day? A new chart from Ibbotson Associates might help illustrate your point.The chart is called "Do Stock...
Teams are in. It seems as though everyone has caught the fever.I've spent a great deal of time lately advising brokers about forming teams. However, it concerns me that many of the reps were breaking the first commandment of team building. They...
Exclusive Registered Representative survey results provide the lay of broker land - experience, accounts, specialties, pay and more.Just who else inhabits Wall Street with you? Registered Representative conducted a survey to see. Our Reader...
Many don't seek an adviser's help either.More than one in 10 private sector workers own employee stock options, but they often don't understand what they've got, according to a survey by New York-based OppenheimerFunds.The August survey shows that...
Does everyone need diversification? Not always, at least not with the entire portfolio. Some money managers are downright evangelical about not diversifying too much. Here's the debate, with tips on concentrating portfolios safely.Diversification...
