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Registered Rep.
March 28, 2012
Charles Paikert |
Branch Managers Are Key For Aggregator Growth There is growing demand for their talents in one corner of the wealth management universe: newly formed aggregators who are busy buying up firms and opening offices across the country.   |
Registered Rep.
March 27, 2012
John Aidan Byrne |
Management Shakeup at UBS Wealth-Management Americas A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes. |
Registered Rep.
March 23, 2012
Diana Britton |
Amid Hartford Split, Woodbury's 1,600 Reps Face Tough Choice The Hartford announced plans to sell its life insurance and retirement businesses, as well as Woodbury Financial Services, the firm's independent broker/dealer, leaving Woodbury's 1,600 reps faced with the tough choice: Find another broker/dealer or stick around and see who the new owners will be. |
InsideFlyer
April 2012 |
Citibank Lawsuit In a federal class action lawsuit, Citibank customers are suing because they say the bank lured them in by offering frequent flyer miles, and not telling them that they would have to report those miles as 2.5 cents per mile income to the IRS. |
Registered Rep.
March 22, 2012
Boswell & Nichols |
10 Ways to Make Social Media Work for Advisors When it comes to social media, advisors have a resounding question, "How do we actually use it and how do we get value from it?" We decided to answer this question. |
Registered Rep.
March 21, 2012
Diana Britton |
Money Market Debate Still Heated Despite SEC Call for `Constructive Dialogue' During the 2012 Mutual Funds and Investment Management Conference Monday, SEC Commissioner Elisse Walter called for the money market fund industry to stop taking shots in the media about any proposed regulations governing money market funds. |
Registered Rep.
March 20, 2012
Jerry Gleeson |
AMG Subsidiary Takes Majority Stake in Veritable, RIA with $10 Billion AUM John W. Copeland III, president of the subsidiary, AMG Wealth Partners, said all the top managers at Veritable would retain significant equity interest in their company and continue to manage it. |
Registered Rep.
March 20, 2012
Michael K. Kirsh |
Trusts & Estates: Greatest Love of All Take a closer look at the rumors surrounding Whitney Houston's estate settlement. |
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy |
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. |
Registered Rep.
March 16, 2012
Kristen French |
Wire Houses Minting Fiduciary Advisors -- Or Are They? None of the firms will go on record as to whom specifically in the rank and file is adopting the standard, nor will they provide much detail on what that training looks like. |
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