Wealthy clients weigh a lot of factors when choosing a financial advisor cost of services is one of them, but it is far from the most important. Indeed, according to our research, low-cost provider considerations are rarely a decisive part of a...
When the Wall Street research scandal drew to its close last July as the SEC exacted a global settlement from the top investment banks many reps wondered how it would change their lives. In addition to coughing up a total of $875 million in fines...
UBS has brought in two top-producing advisors. David Kinnear left Morgan Stanley's private wealth group to join Frank Maroni's office in Chicago. Kinnear is said to manage more than $140 million. Also, UBS scooped up Tom Hulick from Bank of...
A recent New York magazine article declared 2005 a golden age for video games, and anyone who has played Resident Evil 4, Madden NFL 2005 or Grand Theft Auto: San Andreas can agree. What remains to be seen is whether this golden age extends to the...
The process of deciding to change firms often hinges on concrete comparisons of compensation, of working conditions, of relations with management. But other, less tangible factors come into play as well. Here are four questions that get to the...
Wherever you stand on President Bush's proposal to revamp Social Security, you might thank him for handing you a bit of a selling opportunity. No matter what the outcome of the current debate is even if the debate ends in political gridlock and no...
FundAlarm.com may not be a household name, but the Web site, founded by Roy Weitz in 1996, has an influence more powerful than the 125,000 user hits the site receives a month, (about a third of them are on the site's discussion boards). It is a...
The saffron-colored erected in New York's Central Park by the artist Christo was recently cut down to size, literally, by 50-year-old Geoff Hargadon, a UBS broker. Hargadon, a resident of Somerville, Mass., created 13 three-and-a-half inch Gates...
Q: I joined my current firm in October 2003 and signed a contract that stipulated ticket charges would be $15. After only six months, the firm raised ticket charges to $25, and after another three months to $35. Because I complained and showed the...
