Save the Earth, Buy Green Bonds
Save the Earth, Buy Green Bonds
Aug 05, 2011
Bank of America Merrill Lynch has become the first U.S. underwriter to offer the World Bank’s new green bonds to retail investors in $1,000 denominations...
New Industry Group Aims to Support Minority Advisors
New Industry Group Aims to Support Minority Advisors
Aug 05, 2011
Sometime in the next couple of months, George Clarke, an African American advisor with Diversified Investment Group in Silver Spring, Md., plans to launch a new non-profit organization aimed at supporting financial advisors of color and creating...
The Ten to Watch 2012
The Ten to Watch 2012
Aug 04, 2011
Expect these people to change your world in the next 12 months.
Leading By Example
Aug 04, 2011
Los Angeles—“I loved your speech. Your insight and research on elite advisors and teams are spot on—a number of points I need to incorporate into my team,” an enthused Tom said after my keynote. “But if I could give you one piece of feedback: You...
New Merrill Overtime Lawsuit Aims to Overturn System of Compensation, Alleged Culture of Discrimination
New Merrill Overtime Lawsuit Aims to Overturn System of Compensation, Alleged Culture of Discrimination
Aug 03, 2011
Nancy Martignago, a sales assistant for Merrill Lynch in the firm’s Fort Worth, Tex. office, filed a class action lawsuit on Jun. 9 against Merrill in the Southern District of New York for unpaid overtime compensation.
Wealth Management Practice By and For Women Launched By San Diego Firm
Wealth Management Practice By and For Women Launched By San Diego Firm
Aug 03, 2011
A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
Ex-Merrill Team: HighTower's Model Is Financial Advisory World's iPod
Ex-Merrill Team: HighTower's Model Is Financial Advisory World's iPod
Aug 02, 2011
The Pagnato-Karp Group, with $1.2 billion in assets, likens HighTower’s model to those that have leveled the proverbial playing fields in other industries.
Cold Call: August 2011
Cold Call: August 2011
Aug 01, 2011
Michael Stolper, founder and general partner, Veritable LP
Tax Law Update
Aug 01, 2011
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
Tax Law Update
Aug 01, 2011
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
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