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Tom Nelson

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Lucky Break
Jan 01, 2001
Jerry Wicentowski was born in Brooklyn, N.Y., studied in Israel and graduated from the University of Wisconsin in Madison. Impressive stops, no doubt, but certainly not hot spots in the world of bluegrass music.Even...
Going It Alone
Dec 01, 2000
Meet two reps who purposely shun broker partnerships. They like working on their own and finding ways to keep it simple.Teamwork is in style today. The thinking is that reps must band together to deal with the market...
Morgan Stanley Dean Witter
Dec 01, 2000
Morgan Stanley Dean Witter brokers remain charged up by the perceived power of their firm on the Street. Three years after the merger, many still point to its benefits."Everyone who was at Dean Witter before the...
Edward Jones
Dec 01, 2000
As they have in the past, Edward Jones brokers rave once again about their autonomy."The freedom of expression is tremendous," beams one rep. "The situation we have here is fantastic," says another. "We have the...
A Matter of Trust
Dec 01, 2000
Trust is crucial in business success. Here's how to build it.In the investment business, expertise is nice but insufficient on its own. Trust, on the other hand, is more important than ever.So how do you build...
Tragedy Spawns Action
Dec 01, 2000
It is every parent's worst nightmare. A Highway Patrol officer appears at the door with horrible news: "Your son has been killed in an automobile accident."It happened to Sheldon Suroff July 27, 1993.His son, Jason, a...
FIRMS
Dec 01, 2000
Edward Jones Cuts C-Share PayoutsFirm encourages sales of A shares to long-term holders.Edward Jones will cut its 40% payouts on C-share mutual funds to 30% or 35% effective Jan 1.The cut is intended as an incentive...
Edward Jones Selling A-Share Annuities
Nov 01, 2000
Firm discourages B-share products, some reps say.For about a year, Edward Jones has been selling A-share annuities. The products are unique to the firm and were developed in conjunction with several insurance vendors...
Concentrated Accounts
Nov 01, 2000
Does everyone need diversification? Not always, at least not with the entire portfolio. Some money managers are downright evangelical about not diversifying too much. Here's the debate, with tips on concentrating...
E superscript *Trade Evolving Into Fuller-Service Firm
Nov 01, 2000
Latest move will add 401(k)s via E superscript *Trade Bank.Online discounter E superscript *Trade will be adding 401(k)s to its stable of offerings, continuing its evolution toward fuller service.An E superscript ...
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