First Union CEO Ken Thompson says he’s sick and tired of hearing about all the problems his firm has faced with prior acquisitions and integrations, and he’s not going to take it any more. In a presentation to analysts at the...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item How to Find a Good Financial Planner NEW YORK--Lately the market has made more dips and turns...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Can Small Employers Be Encouraged to Offer Retirement Plans? WASHINGTON-- Policymakers have...
B>Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Dearborn Offers Online Certificate in Financial Planning CHICAGO-- Recognizing the need for...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Independent Community Bankers Pinpoint Estate-Tax and Rate Cuts as Top Priorities WASHINGTON...
The new chairman and CEO of A.G. Edwards says an acquisition might be in the cards. “I want to make acquisitions if I find [targets] that are culturally acceptable to our current model,” Robert Bagby told RR Online Exclusives in a...
UBS PaineWebber conducted a survey with the Gallup Organization that showed consumer confidence in the economy hit a four-year low in April. Souring business conditions and general job insecurity are to blame for the pessimistic outlook, according...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Company offers free Market Opportunity Guide for IRA Distribution Planning COLUMBUS, Ohio, -...
Less than a month after First Union Securities proposed a merger with Wachovia Corp., SunTrust Banks stepped into the picture today, making a bid to buy Wachovia. According to SunTrust, its offer of $14.7 billion represents a 17% premium to the...
Most policy-makers agree that the transfer tax system -- more commonly known as the estate tax, the gift tax and the generation-skipping tax -- needs some sort of reform. What type of reform, and how far it should go, is a matter of heated debate...