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Halah Touryalai

Halah’s Recent activity

Roth Conversion Not For Everyone
Mar 24, 2010
On January 1, 2010 the income limits for converting a traditional IRA to a Roth IRA were lifted. Three months into the conversion frenzy, advisors are saying deciding whether to convert is more complicated than it...
Clients, The New Breakaways
Clients, The New Breakaways
Mar 01, 2010
First there was the breakaway broker. Now RIAs are grabbing another kind of breakaway, the disgruntled wirehouse client.
Comings & Goings March 2010
Mar 01, 2010
M Securities named Brian Bristow vice president of Resources. Bristow will be responsible for supporting the business of member firms affiliated with M Securities by overseeing relationship management, due diligence...
Clients, The New Breakaways
Feb 23, 2010
First, there was the breakaway broker phenomenon; now, it seems, we have a growing vogue of breakaway clients—former wirehouse investors who ditch their old advisors for new ones at independent RIAs or broker...
NY AG Names Names—Charges Ken Lewis With Fraud
Feb 04, 2010
The New York Attorney General’s office today charged Bank of America CEO Ken Lewis with fraud for failing to disclose material details about Merrill Lynch in its merger with the brokerage. The move takes the...
Aiming High
Aiming High
Feb 01, 2010
Ameriprise has long been dismissed, by some, as a place for unsophisticated advisors to push proprietary products. A recent change in strategy may challenge that stubborn stereotype.
Comings & Goings, February 2010
Feb 01, 2010
Barclays Wealth hired Linda Willis Eydt as director and regional manager of its Atlanta office. Prior to joining Barclays, Eydt served as executive director and branch office manager at UBS Financial Services...
M&A Rebound
M&A Rebound
Feb 01, 2010
RIAs are expected to start doing deals again in 2010, as valuations and cash flows pick up.
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