Schwab Institutional, a division of Charles Schwab & Co., announced today it would still hold IMPACT 2001, a conference for independent investment advisers. IMPACT 2001, which was originally planned for five days, will now be held over three days...
The Financial Planning Association (FPA) announced that it has named David Yeske, CFP, as its president-elect for 2002. Yeske will serve as president of the organization in 2003. He has served as a member of FPA’s executive committee and was...
Merrill Lynch announced today that James P. Gorman has been appointed president of the U.S. Private Client Group (USPC), the firm’s retail division. Gorman, 43, succeeds Stanley O'Neal, who was promoted to president and chief operating...
Acting SEC Director of Enforcement Stephen Cutler said today that speculation terrorists profited from their Sept. 11 attacks is just that--speculation. “We have received reports that those associated with the terrorist activities of last...