|
| |
10/27/2010 1:30:20 PM Bank Investment Consultant
If Bush-era tax-bracket reductions disappear, so will bank
deposits, according to Market Rate Insight.
Bank deposits will fall by $200 billion for each 1% increase in
the ratio between tax...
Read full article
|
10/27/2010 1:27:41 PM Bank Investment Consultant
Henry Paulson confessed that one his lowest moments as Treasury
Secretary came as he was about to deliver a speech just as
Citigroup was starting to unravel in late 2008.
Paulson, who'd already...
Read full article
|
10/1/2010 1:28:33 PM Bank Investment Consultant
Two weeks after announcing a new 529 college savings partnership
with the state of Nevada, Putnam Investments said it plans to
expand sales of the program nationally.
The Boston investment...
Read full article
|
10/1/2010 1:28:24 PM Bank Investment Consultant
Bankers are losing their bullishness about an economic
turnaround. Whereas 45% of bank executives though the economy was
on the right track six months ago, a new survey by Grant Thornton
and
Bank...
Read full article
|
9/28/2010 2:08:59 PM Bank Investment Consultant
FINRA is proposing all-public arbitration panels in a rule it's
filing with the Securities and Exchange Commission next month,
following a two-year pilot program.
The idea is to...
Read full article
|
9/21/2010 5:08:13 PM Bank Investment Consultant
Benjamin Gong and David Ferguson have joined the nearly $35
billion Maryland State Retirement and Pension System as senior
investment analysts, said Michael Golden, director of external
affairs.
...
Read full article
|
9/21/2010 12:02:28 PM Bank Investment Consultant
Brokerage firms continue to talk a good game when it comes to
social media, but few are actually doing anything about it, and
that may turn out to be a mistake.
According to a report by...
Read full article
|
9/20/2010 12:02:27 PM Bank Investment Consultant
Establishing a presence in China is slow going, but Northern
Trust Corp., which recently won approval for a Beijing branch
office, believes the payoff will be worth the wait.
"We're excited...
Read full article
|
9/15/2010 4:02:05 PM Bank Investment Consultant
At 91%, the overwhelming majority of retail investors support a
fiduciary standard for all financial advisors, according to a
survey of 1,319 investors by Infogroup/ORC.
The survey indicates that...
Read full article
|
9/13/2010 12:34:59 PM Bank Investment Consultant
Provident Bank's wealth management group is betting that wealthy
people are fed up with being nickel-and-dimed by their banks.
Provident, a Jersey City institution, is counting on a...
Read full article
|
9/10/2010 1:34:36 PM Bank Investment Consultant
Most retail investors remain confident in the long-term strength
of the economy despite two years of rollercoaster volatility and
heavy losses, according to a new Center for Audit Quality survey...
Read full article
|
9/9/2010 12:34:37 PM Bank Investment Consultant
While it's not back on its feet yet, the U.S. economy is proving
more resilient than many naysayers predicted, according to
September's
Monthly Outlook
from Wells Fargo's economics...
Read full article
|
9/8/2010 1:34:27 PM Bank Investment Consultant
Bank brokerage had a terrible 2009, with investment revenue per
$1 million in retail deposits falling 12%, according to
Kehrer-LIMRA, which now has the full data for last year.
Bank brokerage had...
Read full article
|
9/7/2010 12:40:07 PM Bank Investment Consultant
Prudential Financial's focus on banks is paying off.
The strategy led to an unprecedented 144% growth in bank-channel
sales in the second quarter year-over-year, with sales of $860
million,...
Read full article
|
9/2/2010 12:48:13 PM Bank Investment Consultant
In a deal that will more than double its assets under
management, Scout Investment Advisors, a Kansas City, Mo., unit of
UMB Financial, announced Thursday it signed a definitive agreement
to buy...
Read full article
|
9/1/2010 12:14:49 PM Bank Investment Consultant
Two advisor trade groups - the Securities Industry and Financial
Markets Association and Financial Planning Coalition, which
consists of the Certified Planner Board of Standards, the...
Read full article
|
7/7/2010 1:23:55 PM Bank Investment Consultant
Affluent investors ended the first half of the year on a sour
note, their confidence slipping seven points to negative-12 on the
Spectrem Group's Affluent Investor Confidence Index, but...
Read full article
|
6/23/2010 3:14:45 PM Bank Investment Consultant
Despite the fact that the world's gross domestic product shrank
last year, high-net-worth individuals managed to almost make up for
2008 losses, according to the Merrill Lynch Global...
Read full article
|
6/16/2010 10:52:23 AM Bank Investment Consultant
Brokers started streaming from wire houses a couple of years
ago, and judging from the experience of Columbia State Bank in
Tacoma, there are plenty still interested in leaving.
Columbia's...
Read full article
|
6/15/2010 11:54:45 AM Bank Investment Consultant
Putnam Investments plans to continue to aggressively expand its
array of products even as market volatility has forced some
competitors to retrench.
Robert L. Reynolds, the Boston-based...
Read full article
|
6/15/2010 11:54:25 AM Bank Investment Consultant
When Mary Schapiro stepped into her job as chairman of the
Securities and Exchange Commission in January 2009 she knew she
would have a tough road ahead given the extent of the global
financial...
Read full article
|
6/10/2010 12:34:30 PM Bank Investment Consultant
There's a growing divide between the way bankers and consumers
view the banking industry, according to the annual Bank
Administration Institution Index of Bank Consumer Sentiment,
released...
Read full article
|
6/8/2010 1:34:38 PM Bank Investment Consultant
Boston Private Financial Holdings Inc. announced Tuesday that
Clayton G. Deutsch will succeed Timothy L. Vaill as chief executive
officer and president on July 31.
The succession plan to...
Read full article
|
6/7/2010 12:34:28 PM Bank Investment Consultant
After receiving an MBA from Ohio State University in 1974, Maris
Ogg worked in the fast-paced, testosterone-laden world of trading
before moving to the analytical side at a bank trust company....
Read full article
|
5/26/2010 1:34:03 PM Bank Investment Consultant
BNY Mellon Wealth Management hopes to increase sales this year
by pitching its custody services to registered investment
advisers.
Peter L. Berg, hired this week as a vice president and...
Read full article
|
5/25/2010 1:00:09 PM FPA
Prospecting for new clients has long been a challenge for even
the most successful advisers. When it comes to referrals,
advisers often have two choices. They can be proactive and ask
for...
Read full article
|
5/25/2010 1:00:00 PM FPA
At the heart of successful practice management is the
cultivation of emotional competence in oneself and one's direct
reports. Emotional competence drives practice management and must
be...
Read full article
|
5/13/2010 12:13:53 PM Bank Investment Consultant
While risks run high, there are plenty of opportunities for
canny financial advisors to make money for wealthy clients in the
embattled Eurozone market-if they know where to look.
First, the...
Read full article
|
4/22/2010 1:21:48 PM Bank Investment Consultant
The financial services industry might want to take a cue from
Domino's Pizza before declaring "mission accomplished" on the
economic crisis.
Sally Krawcheck, the president of Bank of America's...
Read full article
|
4/20/2010 12:51:34 PM Bank Investment Consultant
As the country's two largest custody banks wait for interest
rates to improve to spur organic growth, both continue to jockey
for position as the industry consolidates.
Bank of New York...
Read full article
|
|
Search NASDAQ
Search Web
Home |
My NASDAQ |
Tools |
Mobile |
Company List |
ETFs |
Pre-Market Quotes
Real-Time Quotes
After Hours Quotes
