Millionaires Report Average 4% Loss in 2008
By James J. GreenFidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
Catching Up With...These are challenging times for the mutual fund industry. Once upon a time, fund companies worried that their best money managers were deserting '40 Act...
July 01, 2009
Regulatory Reform AngstIt's clear that advisors are worried about the impact of regulatory reform measures--specifically now that President Obama's blueprint (announced June 17 and available for download...
July 01, 2009
At Pershing, Opportunity"I've never been as enthusiastic about the industry," said Pershing LLC CEO Richard Brueckner in greeting attendees at the firm's annual Insite gathering on June...
July 01, 2009
Black Rock in $13.5 Billion for Barclays GlobalBlackRock Inc. announced June 11 that it will acquire Barclays Global Investors for $6.6 billion in cash and 37.8 million shares of BlackRock common stock...
July 01, 2009
Pershing Hosts INSITE '09: Showcases Experts, Reality Checks and Plenty of In-Depth Analysis(Hollywood, Fla.) Clearing powerhouse Pershing, an affiliate of the Bank of New York Mellon, shared top speakers and advice with 1,600 attendees from 13 countries...
July 01, 2009
Fiscally Fit: Lincoln Financial Advisor Richard HarrisIt's not every day that you see a 64-year-old financial advisor doing push-ups with each hand and one foot on medicine balls in front of...
June 23, 2009
Building a Business, Part II: Creating a "What's Important to You?" Document for Prospective ClientsBusiness has been very good lately. I attribute this to a number of factors, including the process I follow when meeting with a prospective client....