In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
A friend of ours brings this interesting piece by former-MTV VJ Tabitha Soren's husband (hint: he wrote a much-loved book about the trading-floor culture at Goldman Sachs)
When the going gets tough, the tough get … laid off. We’re not sure how hard Wall Street will be hit by pink slips, but one recruitment firm estimates that about 140,000 employees will be let go in the aftermath of the credit crunch
The Financial Planning Association elected Richard Salmen as president for 2008, and six new members to its Board of Directors. Salmen is currently serving as senior vice president
According to reports in the online versions of the New York Post and The Wall Street Journal, NYSE Euronext CEO John Thain has accepted the top spot at Merrill Lynch
In May, the SEC announced that it would not fight a March 30 ruling by the Washington D.C. Court of Appeals to vacate Rule 202—the broker/dealer exemption (a.k.a. the “Merrill Lynch Rule”
Less than a week after Stan O’Neal retired as CEO and Chairman of Merrill Lynch, sources in the know say the firm’s Board of Directors has offered the position to BlackRock’s Chairman and founder Larry Fink
