Skip navigation
Menu

Halah Touryalai

Halah’s Recent activity

Comings & Goings
Sep 01, 2007
Advanced Equities Financial Corp. hired Keith E. Gregg as president and co-CEO of its independent broker/dealer, First Allied Securities. Gregg, former executive vice president and chief sales and marketing officer of...
What Growing Pains?
Sep 01, 2007
It's good to be an investment advisor rep these days actually for at least the next five years. According to a Pershing Advisor Solutions LCC and Moss Adams study, the number of retail-focused advisory firms will grow...
Hedge Fund Hots
Sep 01, 2007
Despite mounting sub-prime mortgage woes, hedge funds are doing better than ever. In fact, the second quarter of 2007 saw hedge funds accumulate net new assets of $59 billion, making it the industry's second best...
What to Watch in Wealth Management
Aug 15, 2007
It’s not easy keeping up with the changing wealth management landscape. There is so much information available these days. How to stay focused on those things that will have the most impact on your clients? Well...
Wealthy Like Ed Jones, Charles Schwab
Aug 01, 2007
In the retail brokerage and financial advisory businesses, the customer, as they say, is king. After all, the vast majority of new business is driven by referrals, and referrals come from happy clients. So it might...
The Delegator
Aug 01, 2007
Stephan Cassaday, Cassaday & Company Firm: Royal Alliance City: McLean, VA Established: 1993 AUM: $263 million Number of Clients: 265 Education: Radford University One week before his departure from Prudential in 1993...
Wanted: You
Aug 01, 2007
In the week following the implosion of Brookstreet Securities, a disaster caused by massive margins calls on highly leveraged CMO derivative investments held for the firm's clients, the firm's brokers were inundated...
Load More