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Dan Jamieson

Dan’s Recent activity

Salomon Smith Barney
Dec 01, 2001
When Travelers Group and Citicorp merged in 1998, Travelers chief Sandy Weill crowed about the cross-selling potential. Back then, reps worried about impending sales pressure, but they say now that the anxiety was...
AIMR Addresses Analyst Conflicts
Dec 01, 2001
The Association for Investment Management and Research (AIMR) is working on new guidelines to address analyst integrity. Charlottesville, Va.-based AIMR confers the Chartered Financial Analyst (CFA) designation to its...
What Should Clients Expect?
Nov 01, 2001
How much can clients expect from you? They can expect your wisdom and guidance in developing and following a discipline. And when events create short-term stresses, they can also expect an extra dose of empathy and...
Rep Wins $28 Million in Employment Case
Nov 01, 2001
A broker who suffered retaliation by his firm won nearly $28 million in an arbitration decision. Of that amount, $25 million was punitive damages a record punitive award. In August, an NASD arbitration panel found...
Roundtable: Retirement Plans in Peril?
Nov 01, 2001
Tracy Martin, CFP, Morgan Stanley, Fairfield, N.J. Dave Abbs, CFP, Abbs Retirement Planning Advisors, Linsco/Private Ledger, Saginaw, Mich. P. Jeffrey Christakos, CPA, PFS, CFP, CLU, Christakos Financial Group/First...
Creative Twists With MRDs
Nov 01, 2001
The new set of proposed regulations for minimum required distributions (MRDs), issued in January by the Internal Revenue Service, has dramatically simplified the process of withdrawing assets from IRAs and retirement...
Tools: IBD Online
Nov 01, 2001
The Web site of Investor's Business Daily (IBD) is available only to subscribers of the paper. Register at www.investors.com and remember your user name and password you'll need them every time you log on. Top and...
Ibbotson Offers Free Slide Showing Past Catastrophes
Oct 11, 2001
Ibbotson has sent out to financial advisers an e-mail containing a presentation-quality slide showing what the market has done after previous tragic events. Reps who did not receive the e-mail can call Ibbotson at 800...
Recommended Reading
Oct 04, 2001
Chicago Sun Times story shows danger in investing alone ... Chicago Sun Times
Advanced Studies
Oct 01, 2001
The RR roundtable participants are: Richard G. Cohen, CIMA, is a first vice president investments and senior investment management consultant at Salomon Smith Barney's Westwood office in Los Angeles, where he also...
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