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A lot can happen in a few years. Back in 2005, Morgan Stanley was at risk of losing its wealth management business during a very public conflict between then-CEO Philip Purcell and its shareholders. Today, Morgan is on the verge of creating the...
RR: As a rep with AIG, how have you handled client concerns? MG: Since we're independent, our clients are comfortable that it's Meg Green & Associates they're doing business with; our brokerage firm is Royal Alliance Associates. We've never...
Yes, it's true that the commercial real estate industry is suffering from increasing vacancies, decreasing rents and declining property values. Call it a trifecta of bad news. Yet, for bottom-feeders er, contrarians this might be a good time to...
Bernard Madoff’s astonishing fraud has accelerated calls for regulatory overhaul that had already begun with the credit crisis. then again, the regulatory system was antiquated. The real problem for retail financial advisors: Your clients no...
Even though the value of your clients' homes isn't reflected in the assets you manage (and don't get any funny revenue-boosting ideas), these residences do represent a significant chunk of their net worths. And the sentimental value they attach to...
Registered Rep.: As newly appointed chair of the Financial Services Institute board (a trade group for independent b/ds), what's at the top of the agenda for 2009? Eric Schwartz: We have four key priorities for the year: First, we are already...
Last month's column discussed the importance of helping clients maximize the amount of money available to pay for higher education expenses specifically, by encouraging parents to apply for financial aid. But it's what you tell them to do with...
A musician and former college teacher recently turned independent advisor, wants to build his practice around two target markets artists and non-profits and his passion for socially responsible investing. He's just not quite sure how to pull it...