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John Churchhill

John’s Recent activity

Toxic Asset
Jun 01, 2009
Mind the Stairwell at Merrill Lynch: A year and a half after a Merrill Lynch trader, upset by a reduction in his bonus, defecated on the floor of a trading area bathroom and proceeded to track it around the office, a...
Big Brands Fall Out of Favor With Wealthy
May 28, 2009
A survey released yesterday of the nation’s wealthiest individuals reveals that wealth management’s biggest, most powerful brands—including UBS, Wachovia, Bank of America and Goldman Sachs—have...
Millionaire Outlook Up, Client Handholding May Ease
May 06, 2009
The Fidelity Investments 3rd Annual Millionaire Outlook, conducted in late February, mines the investing attitudes and behaviors of more than 1,000 millionaires, who have an average of $3.5 million in investable...
Blotter
May 01, 2009
Fleecing the Flock: The SEC charged seven Queens, NY church leaders with carrying out a fraudulent investment scheme that targeted elderly churchgoers
Are You Worth It?
Are You Worth It?
May 01, 2009
For financial advisors whose clients have seen years of hard-earned savings evaporate in the last 18 months, there's some okay, very little comfort in knowing there were few places to hide
Roger S. Green
Roger S. Green
May 01, 2009
Roger Green considers his profession an ongoing community service project, educating the citizens of Duluth and surrounding communities in order to help them better plan for their futures
Fay Debellis
Fay Debellis
May 01, 2009
Fay and Robert DeBellis decided when they were married in 1996 that they wanted charitable giving to be a component of their joint financial plan
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