A Few Good Reps
By Marlene Y. SatterGeorge Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...
January 01, 2003
Part: 2:Small WorldAmeritrade is doing something really different: targeting small advisors that none of the other custodians want. Bear Stearns, Merrill Lynch, and Raymond James have all...
January 01, 2003
A World of TaxesThe U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...
January 01, 2003
Be It ResolvedThank goodness for New Year's resolutions! This seasonal exercise allows us to look back at the past year, resolve to do better in mastering weaknesses...
January 01, 2003
Tools of the TradeLIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...
January 01, 2003
Starting OverWhen he answered my call, A. Todd Black, of Dogwood Capital Management in Cumming, Georgia, was relieved that it wasn't about one of his elderly...
December 31, 2002
Health Net Names Information ChiefNU Online News Service, Dec. 31, 10:11 p.m. -- Health Net Inc., Los Angeles, has promoted Edward Wendt to senior vice president and chief ...
December 30, 2002
Agency Puts Military W-2s OnlineNU Online News Service, Dec. 30, 10:13 a.m. -- The Defense Finance and Accounting Service is putting W-2 forms online this year for millions ...