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The impact of the terrorist attacks of Sept. 11 on the securities industry looks to be more than $1 billion. An SIA report estimates that the securities industry’s net operating profits for the third quarter, which showed indications of...
Another top executive at Merrill Lynch has stepped down. The company announced today that Win Smith Jr. relinquished his title as president of Merrill Lynch’s International Private Client Group, the division that oversees roughly 3,000...
NEW YORK--(BUSINESS WIRE)--Oct. 2, 2001--Merrill Lynch (NYSE: MER) today announced a new effort to assist employees and clients wishing to contribute securities, cash and/or Merrill Lynch Visa Signature Rewards Points to September 11 relief...
Ross Rogers has been replaced as head of retail at U.S. Bancorp Piper Jaffray, having been replaced by Paul D. Grangaard, the firm announced today. A Piper Jaffray press release says Rogers “is leaving the firm to pursue other interests in...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item LIFE Provides Insurance Information Following 9-11 Attacks Life and Health Insurance...
Merrill Lynch advanced all of its retail brokers four days worth of production this month, in an attempt to help brokers through an extraordinarily tough month. Reps already faced a short 19-day month in September because of the Labor Day holiday...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item New Web Site for Wealth Management Practices SEI Investments Launches SEIBusinessBuilder.com...