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NASHVILLE, TN, USA, October 23, 2002 - Van Hedge Fund Advisors International, Inc. ("VAN") announced today that it is providing the financial advisory community with free comprehensive information on hedge funds. The information is contained in a...
NASHVILLE, TN, USA, October 31, 2002 Hedge funds have been in the news quite a lot recently, and much of the reporting has been negative. Has it presented a balanced view? Let’s examine that question, review hedge fund performance for the...
By Carol X. Vinzant For registered reps leaving the safety of a wirehouse, picking the right firm for the back office work can be the hardest part. The task is as confusing as choosing a new cell phone service--and about as fun. How should a...
The Firm: Capital Investment Management,Denver Principal: Christopher Pelley B/D Affiliation: Secrurities Service Network Year of Independence: 1992 Assets Under Management: $150 million I guess you could say I'm a contrarian because while some...
Wealth management professionals from around the country gathered Oct. 17 in New York City for the Trusts & Estates The daylong conference at the Marriott Eastside Hotel included: —The guru of estate planning, Roy M. Adams of Sonnenschein...
It was Smith Barney brokers who gave Sandy Weill the idea to hire Sallie Krawcheck, former head of Sanford C. Bernstein. Brokers had suggested that the Citigroup Chairman buy the independent research firm from Alliance Capital. Instead, he wound...
Is now a good time to go independent? With the market continuing its unnerving slide and the state of the economy still uncertain, it's a perplexing question. On the one hand, the larger payouts that independents earn are a big plus when...
The Firm: The Lowry Group,Gainesville, Fla. Principal: Joe Lowry B/D Affiliation: Investacorp Year of Independence: 1994 Assets Under Management: $60 million I've been in the financial services business 28 years. I started in the life insurance...
The Firm: Hudock Moyer Financial Advisors,Williamsport, Pa. Principal: Barbara Hudock and Jason Moyer B/D Affiliation: Wachovia Year of Independence: 2001 Assets Under Management: $220 million After 26 years at Merrill Lynch, Barbara Hudock didn't...
The Firm: Smedley Financial Services Inc.,Salt Lake City Principal: Roger Smedley B/D Affiliation: Securities America Year of Independence: 1983 Assets Under Management: $128 million What's unusual about me is how I got to be a financial planner...
