With the tax benefits of 529 college savings plans set to expire in 2010 several financial services firms have announced the creation of a lobbying group to make sure that Congress does the right thing – making the tax-free savings...

Company: Bank of America Position: Trust Officer II Location: Newport Beach, CA. Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...

Company: Bank of America Position: Trust Officer II Location: Phoenix, Arizona Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...

Title: Portfolio Manager Company: Bank of America Location: Del Mar, CA. Responsibilities: Advisor to and manage of larger, more complex portfolios of high net worth clients. Retain and grow the business through referrals. Act as subject expert in...

Company: Bank of America Position: Estate Planner Location: Dallas, Texas Position Description: Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients. Provides objective...

Company: Bank of America Position: Trust Officer II Location: Oklahoma City, Oklahoma Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...

Job Title: Portfolio Manager Location: Fayetteville, Arkansas Date: 03/14/03 Job Status: Full Time Description: Listed below Responsibilities: Consultative advisor to and manager of HNW client portfolios. Provide investment expertise and advice to...

Position: Wealth Strategist Role/Responsibilities: As a Wealth Strategist in the International Private Bank, Los Angeles, you will be an integral member of a client relationship team. The team will work with our clients to develop comprehensive...

Merrill Lynch, continuing to attract talent to its upper tier of brokers serving clients with more than $10 million in investable assets, bagged a big gun in the last week. Michael Russ, a large producer who oversees several billion in assetsâÂ&...

Beginning with Internal Revenue Service Notice 2001-10, followed by Notice 2002-8, Proposed Regulations and Notice 2002-59, the split-dollar life-insurance world changed for good. In particular, as a result of Notice 2002-8, issued on Jan. 3, 2002...