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Halah Touryalai

Halah’s Recent activity

An Offer They Can’t Refuse
Sep 08, 2006
UBS is doing all it can to hold onto as many of the advisors at newly acquired Cleveland-based McDonald Investments as possible—beginning with a retention package that will be hard to refuse.
Fall(ing) Back into Action
Sep 05, 2006
The next few weeks may provide the perfect opportunity for meetings to discuss fourth-quarter strategies and preparations for a successful year’s end.
A Special(ized) Bunch
Sep 01, 2006
In an environment where traditional stockbrokers are being encouraged to offer broad financial-planning services, reps may not realize that, on the contrary, offering a specialized service is the key to success.
OT Pay Saga: A.G. Edward Loses a Round
Sep 01, 2006
The case for overtime pay for brokers just got a little bit stronger. On July 31, U.S. District Judge John Houston “denied in its entirety” a motion for summary judgment by A.G. Edwards, which sought to...
The Pension Protection Act of 2006. Hooray!
Aug 18, 2006
Pension Protection Act of 2006, which President Bush signed into law yesterday, allows Series 7-holders to provide advice to 401(k) plan participants and directs the Secretary of Labor to issue a class exemption for...
A.G. Edwards’ Challenge to OT Pay Fails
Aug 08, 2006
The overtime-pay case keeps getting stronger. On July 31, a California court announced that it would not dismiss an overtime-pay case brought against A.G. Edwards under a Depression-era law that was crafted to protect...
(I Can't Get No) Satisfaction
Aug 01, 2006
A recent survey suggests investors have higher rates of satisfaction with regional and independent broker/dealers than with wirehouse firms.
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