Morgan Stanley Dean Witter officially became Morgan Stanley on Monday, shortening its name because the firm considered it “unwieldy.” The firm decided to change its name in January as part of a global branding initiative, pending a...
Fresh off the heels of its JW Genesis acquisition, First Union Corp. wants to expand its platform for independent brokers, says Don McMullen, vice chairman and head of the Capital Management Group at First Union Corp. Speaking at a Putnam Lovell...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item DEATH TAX REPEAL OUT FOR NOW? The Associated Press ARLINGTON, Va. -- President Bush's chief...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Half of Americans Have Not Sought Advice for Financial Planning in Past Year; Survey by...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Coalition Warns that Repeal 'Comes With a High Price' WASHINGTON, -- As a U.S. Senate Finance...
Despite current upheavals in the markets, author and demographer Harry Dent is standing by his contention that the Dow could hit 36,000 by 2007 or 2008. “This is short-term market turmoil,” Dent said Wednesday at the Raymond James 2001...
The Sound of Silence Stan Kaplan enjoys tranquility and peace of mind since going independent in 1996. By Michael Hayes Stan Kaplan answers his own phone. He also opens his own mail, pays his own bills, fiddles with his computer when it crashes...
For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...
Merrill Lynch’s pretax earnings from its retail operation jumped 17% to $1.6 billion for the year 2000. According to a 10-K report filed with the SEC on March 16, staff reductions combined with a strong performance in Merrill’s...
Mr. Jones (not his real name), in the course of our typical estate planning process (the same as yours, namely, gathering data on assets, family, and objectives first), had just completed our estate planning questionnaire lets call it the "Naked...
