Los Angeles: "It's been a difficult six months," says Gerald, "We had to let one of our support people go last week, and now we're reevaluating everyone's role—and we could sure use your help."
"Telling clients you'll get back to them when you're plugged in again is probably not a risk you want to take these days," says Alois Pirker, senior analyst with Aite Group, a research and advisory firm focused on business, technology and...
If you cater to high-net-worth clients, they have probably already made significant investments in property and casualty (P&C) insurance to protect tangible assets like property, art, yachts and antique collections.
This week it's the "Sky Houdini," who was caught by authorities in Florida after faking his own death: His wealth management business had been under investigation after he allegedly scammed some clients.
Mary L. Schapiro heads to Capitol Hill tomorrow morning for the hearing on her Senate confirmation as President-elect Barack Obama's nominee to chair the U.S. Securities and Exchange Commission.
It’s official: Morgan Stanley will pay $2.7 billion to acquire a 51 percent stake in Smith Barney, Morgan Stanley and Citigroup management told Registered Rep. this afternoon. The agreement was signed today. The deal will close in about six...