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Ross Rogers has been replaced as head of retail at U.S. Bancorp Piper Jaffray, having been replaced by Paul D. Grangaard, the firm announced today. A Piper Jaffray press release says Rogers “is leaving the firm to pursue other interests in...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item LIFE Provides Insurance Information Following 9-11 Attacks Life and Health Insurance...
Merrill Lynch advanced all of its retail brokers four days worth of production this month, in an attempt to help brokers through an extraordinarily tough month. Reps already faced a short 19-day month in September because of the Labor Day holiday...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item New Web Site for Wealth Management Practices SEI Investments Launches SEIBusinessBuilder.com...
WHAT DO CRISES MEAN FOR GIVING? After September 11 Events, AAFRC Trust for Philanthropy and The Center on Philanthropy at Indiana University Examine Historical Precedents and Look at Factors Specific to 2001 that May Affect Giving September 20...
All of Smith Barney’s employees at its headquarters building at 388 Greenwich Street in the Tribeca section of Manhattan--a bit uptown from the Wall Street area, but still within sight of the World Trade Center disaster--have been able to...
Washington, D.C.--The NASD announced today that its family of companies, including The American Stock Exchange, is making a $1 million donation to The New York Times 9/11 Neediest Fund as part of its effort to aid victims of the September 11...