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10 Dec 2008, 9:50 pm
These are all issues you need to carefully consider with your attorney and possibly a financial advisor, such as a CPA. [read post]
10 Dec 2008, 2:33 pm
You are both general counsel and financial advisor to GoodWell, a financial consulting firm based in Washington DC that offers advice and financial planning, as well as a lot of deal consulting and brokering, for wealthy individuals, philanthropies, corporations and especially corporate charitable foundations, private equity firms and hedge funds that are looking to do transactions in the developing world. [read post]
9 Dec 2008, 4:51 pm
Senate seat vacated by President-elect Barack Obama for financial and other personal benefits for himself and his wife. [read post]
9 Dec 2008, 3:39 pm
Fama Jr., Vice President, Dimension Fund Advisors Economic & Market Outlook for 2009, by Dr. [read post]
9 Dec 2008, 2:14 pm
Attorneys often participate in mediation, representing the elder or another participant or serving as legal advisors. [read post]
4 Dec 2008, 6:11 pm
These continued job cuts brokerage firms worldwide are dramatically shrinking employment in the financial services industry, and it may take years before the industry can once again begin to expand. [read post]
4 Dec 2008, 3:51 am
Those that also hold a Series 7 and hold themselves out as "financial advisors" must surely be held to a greater standard. [read post]
3 Dec 2008, 2:44 pm
As a result, financial planners, attorneys and others have begun the accreditation process. [read post]
2 Dec 2008, 1:40 pm
Attorneys often participate in mediation, representing the elder or another participant or serving as legal advisors. [read post]
1 Dec 2008, 11:51 am
Speaking of RiskMetrics, I have heard that they are contemplating an overhaul of their corporate rating service, the "Corporate Governance Quotient" (known as "CGQ"). [read post]
29 Nov 2008, 11:18 am
If interested, you should discuss this further with your estate planning and elder law attorney and financial advisor. [read post]
17 Nov 2008, 2:59 pm
While Obama generally has backed greater transparency and disclosure and a tightening up of financial-services regulation, he and his economic advisors have been very quiet about the specifics under discussion at the summit. [read post]
12 Nov 2008, 8:40 pm
• UBS promised its "Financial Advisors" extra economic incentives to sell these securities to UBS' customers. [read post]
11 Nov 2008, 3:08 pm
Usually they are wrong, and typically, they realize they were wrong too many years later - when they try to leave their current firm.Current market conditions are having a significant upheaval in the financial services industry, and many brokers are changing firms, or planning to start their own investment advisory firms. [read post]
10 Nov 2008, 10:42 am
Remember, though, I am not a doctor, psychiatrist, marriage counselor or financial advisor.* Work with my office. [read post]
7 Nov 2008, 3:57 am
Here is IP Think Tank’s weekly selection of top intellectual property news breaking in the blogosphere and internet. [read post]
6 Nov 2008, 6:31 am
Stock brokerage companies have long sought to impose restrictions on their financial advisors to prevent them from resigning to join competing firms, taking client lists, and then soliciting the clients they had serviced while at the prior firm. [read post]
4 Nov 2008, 11:45 am
for "mortgage brokerage services," finding that the phrase as used by Applicant Capital Financial Advisors, Inc. fails to function as a service mark. [read post]
1 Nov 2008, 3:12 am
(Post Grant Opposition) 'In US, expert witnesses are partisan' article by Adam Liptak (Philip Brooks' Patent Infringement Updates) Seventh Circuit's American Jury Project (Chicago IP Litigation Blog) (Chicago IP Litigation Blog) US General - Decisions Merrill Lunch & Co brokerage arm wins partial injunction against former financial advisor Sharon M Kurgis accused of stealing clients (Law360) US General - Lawsuits and strategic steps American… [read post]
30 Oct 2008, 4:00 pm
The opinion was devoid of any numbers that put a value on the services or the free office space. [read post]
