Prominent NJ based law firm has an opening for a Trusts & Estates Legal Assistant. Qualified candidates must have a 4 year college degree and at least 5 years of experience in general trust and estate administration. Strong computer skills as well...
Bethesda, Maryland law firm has immediate opening for attorney with 2+ years experience doing estate administration. The firm's practice is focused on tax, business, and estate planning. Consequently, the estate administration tends to involve...
Nice work if you can get it: Morgan Stanley’s co-president Stephen Crawford, a protégé of ousted CEO Philip Purcell, resigned from his position this morning, walking out with $32 million.
The animal spirits are roiled in the online brokerage universe. Or are they? On the heels of Ameritrade’s acquisition of TD Waterhouse, The Charles Schwab Corp. says it isn’t for sale. In a statement, Chairman and CEO Charles Schwab...
Being a trustee entails risk of personal liability. Being one of a number of trustees can increase the risk. In the legendary Matter of Rothko,1 a fiduciary that failed to try to prevent his co-fiduciaries from breaching their duties was...
For much of the last decade, the Internal Revenue Service has engaged in a frontal assault on the use of family limited partnerships (FLPs) and other closely held entities for estate-planning purposes. In its pronouncements, audits and litigation...
After weeks of speculation, Morgan Stanley rehired former president John Mack as chairman and chief executive to replace outgoing chief, Philip Purcell.
Location City: Major City Location State: OH Base Salary: $70,000 - $95,000 Bonus & Incentives: Eligible for Annual Bonus Program. Position Responsibilities: Manage a staff and provide technical review and support to Wealth Management Officers and...
Location City: Evansville Location State: IN Base Salary: Commission Position Responsibilities: Major Midwestern Bank seeks Investment professionals to join its expanding team and serve as Senior Financial Advisor to Affluent Wealth clientele...
Locations: Chicago , New York , Los Angeles , San Francisco , Atlanta , Boston , Miami , Houston Base Salary: $ 60,000 - $ 80,000 Bonus & Incentive:Basis point fee on assets under management Employer: Zacks Investment Management , a well known...