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David Geracioti

Editor in Chief, REP. Magazine

David’s Recent activity

Re-Assessing Retirement Plans, Again.
Dec 09, 2009
Sure, retirement looks a bit different for many of your clients after last year’s market plunge. But with the recent equity market surge off of March lows, should you make new adjustments? And if so, what?
Edit Letter, Broker Ambivalence?
Dec 01, 2009
We've been polling wirehouse financial advisors about how satisfied they are with their firms for 19 years now. And, this year, I was struck by how ambivalent FAs at the big firms are. On the one hand, FAs at the...
Wells Fargo Advisors, I'm Not Happy
Wells Fargo Advisors, I'm Not Happy
Dec 01, 2009
Wells Fargo Advisors FAs are in a house of pain. Indeed, one of its predecessor companies, Wachovia Securities, has been near the bottom of the heap in our Broker Report Card satisfaction survey for the last five yea...
Merrill Integration Ahead of Schedule, Says Lewis
Nov 10, 2009
Yesterday, The New York Post reported that Merrill Lynch advisors are annoyed by Bank of America’s efforts to get them to offer their clients BoA checking accounts, mortgages and other retail-banking products...
When a Contract Is Not a Contract
Oct 01, 2009
Mark Thierman is at it again. We always thought he was a clever labor lawyer when we first spoke to him back in the spring of 2006, when we got word that he had dusted off some old Depression-era law to force...
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