How values-inclusive investors can profit and forge social change.Would you rather make money or save the planet? Maybe you can do both. That's the premise of "Investing With Your Values - Making Money and Making a...
Father-daughter team develops relationships with community service-minded people then turns them into clients.For almost 24 years, Jim Eckert watched the investment industry develop from the inside. He was an...
He is on TV almost every day but don't call him a star, a newscaster or even a journalist. Randy Cost is a broker who just happens to report financial news for WWBT Channel 12, the NBC affiliate in Richmond, Va.The...
Brokers were supposed to have their hands full fighting off online discounters and lower fee pricing. So far, the opening bell has yet to ring. Strong markets and personalized solutions have helped brokers avoid...
Less than a quarter of women accept firm's settlement offers. Almost 80% of the women offered cash settlements by Merrill Lynch as part of the firm's class-action sex discrimination suit have rejected them.The case...
Plain-speaking authors tell tactics, strategies. Tax-Smart Investing: Maximizing Your Client's Profits" by Andrew Westhem and Stewart Weissman could easily be subtitled "How to Keep Money From the Tax Man."In 168...
Reps will help pay for local media buys. Edward Jones is launching an advertising campaign, and as it has done in the past, is having brokers help cover the cost.Television commercials will begin running early next...
The enemy had set up a battery of anti-aircraft guns in Shaw Valley, near the terminus of the Ho Chi Minh Trail in South Vietnam.It was the summer of 1968, and rookie fighter pilot Lt. JD Wetterling had just witnessed...
Laura Yeager is matter-of-fact about her role as a sales assistant. "I treat the business as if it were my own," she says.It's a quality that Jeffrey and Brian Werdesheim, a two-brother rep team at CIBC Oppenheimer in...
New 2001 software version enables participants to analyze accounts. Prudential Retirement Services, a unit within Prudential Securities, has signed an agreement with Intuit that enables participants in 401(k) plans...
