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Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Community Bankers Oppose Fed/Treasury Policies Kenneth A. Guenther, president and CEO of the...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item E-Brokerages Luring Banks Most Valuable Customers Compete, Inc.s Research Shows That Banks...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Northern Trust Retirement Consulting Sends Employees Back to School CHICAGO, -- Northern...
"Estate Trusts" are a means of obtaining a full, non-discounted basis step-up for all of the assets used in the strategy at the first spouse’s death, while providing a valuation discount at the second spouse’s death...
Bloomberg interviewed former SEC Chairman Arthur Levitt on Wednesday about broker conflicts like commissions and sales contests. Levitt now sits on the Bloomberg LP board. See the transcript at: http://www.bloomberg.com/news2.cgi?T=scrnews.ht&s...
A.G. Edwards says its business is down by about one third. In a quarterly filing with the SEC on July 17, the firm reported that total commissions fell 36% during the quarter that ended May 31, 2001, compared to the same period in 2000. “...
Merrill Lynch said yesterday its push toward fee business helped steady its U.S. retail business, which actually improved during the second quarter due to expense cuts. The firm’s second-quarter earnings, released yesterday, showed a 19%...
