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Capping months of speculation over the health and viability of Fannie Mae and Freddie Mac, the government took control of both enterprises in an effort to soothe the housing and financial sectors.
A local investor group led by John Sykes, former chairman and CEO of Sykes Enterprises, announced that he will purchase a controlling stake in privately held GunnAllen Holdings, a national stock brokerage company based in Tampa, Fla.
Evergreen Investments of Boston, Wachovia's asset management arm, announced that it has closed its family of fund of funds.
UBS veterans Michael Siden and Patricia Cromwell move their teams to Morgan Stanley.
Sen. John McCain is the better choice for the banking industry not for what he would do as president, but rather for what he would refrain from doing, say GOP lawmakers.
Generation X millionaires give nearly twice as much to charity on average compared to older generations, according to a new survey.
Two executives walked away from the Securities Industry and Financial Markets Association last year with roughly $1 million in severance pay after the Bond Market Association and Securities Industry Association merged to form the group.
JPMorgan announced it will stop structuring interest-rate derivative products for governmental municipal issuers, while instituting measures to tighten controls across its tax-exempt capital markets business.
Alberto Cribiore has resigned from the board of Merrill Lynch to become vice chairman of Citigroup's Institutional Clients Group (ICG).
As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?
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CALL FOR NOMINATIONS: It's that time to find the Top 40 Advisors under 40. We're seeking out the best young super-producers who are making their marks on the retail brokerage world.
They're young, they're rich and they're not afraid of risk. Read the profiles of these four successful entrepreneurs and see how you can attract more wealthy Gen X clients to your book.
Promotion announcements and firm changes for advisors.
Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.
This TIAA-CREF -sponsored event, held on July 10th, brought together women advisors at the top of their profession. Includes VIDEO highlights!
Reviews and discussions of today's best business books. Featuring two books a month, the OWS Book Club gives you access to the authors through online chats and podcasts.
News and information on annuities
McCain, Obama and the economy
News and information about exchange traded funds
News and information for advisors considering establishing their own practice
News and information about growth funds
News and information about international funds
News and information about life insurance settlements
Exploring all practice management issues for advisors
A look at the lighter side of financial news
News and information about wealth management
Good communication with clients is a priority for financial advisors. But with long-distance clients, it becomes more of a challenge. AdvisorMax asked top financial advisors for their advice on how to achieve great relationships with remote clients.
The initial meeting with a prospect can make or break the financial advisory relationship. With so much hanging on that first meeting, don't make these common advisor mistakes.
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