The Firm: Nathan & Lewis Securities,Feasterville, Pa. Principal: Scott Holstein B/D Affiliation: Nathan & Lewis Year of Independence: 2001 Assets Under Management: $118 million I'm a CPA and registered representative of Nathan & Lewis Securities...
Is now a good time to go independent? With the market continuing its unnerving slide and the state of the economy still uncertain, it's a perplexing question. On the one hand, the larger payouts that independents earn are a big plus when...
According to a newly released study conducted by Prudential Financial women's understanding and role in making financial decisions continues to expand.
The Massachusetts Securities Division is investigating UBS PaineWebber’s supervisory and compliance procedures in connection with allegations of a broker stealing more than $4 million from clients.
WASHINGTON, D.C. - Bank of America today announced the appointment of Lorenzo Ascoli as head of the Private Bank at Bank of America for the Washington, D.C. market. He will be responsible for spearheading the growth of the Private Bank’...