Trusts 2001 Conference Postponement Announcement The Trusts & Estates Annual Conference scheduled for October 9-11, 2001, in New York City, is postponed until 2002. The tragic events of September 11 have left many near and dear to us in the wealth...

Merrill Lynch announced today that two key Merrill Lynch executives will be replaced. Jeffrey Peek is no longer head of the firm’s asset management unit, and the corporation’s long-time general counsel, Steve Hammerman, is also...

Merrill Lynch has canceled all broker incentive trips through the end of October. A spokesperson says brokers and executives have told the firm they are uneasy about traveling outside the country following the Sept. 11 terrorist attacks. “We...

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...

Links and Telephone Numbers For Assistance And Information following terrorist attacks in New York City and Washington, DC. Please e-mail us if you have any additional useful links or telephone numbers. Red Cross - blood donation number: 1-800-448...

Last night I went with two companies of men from my fire department to volunteer in NYC. It was an experience that is difficult to finds words for but please let me try as writing to family and friends is my solace. We drove our cars to the Javitz...