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ACCOUNTANTS ALLY TO TAKE THEIR SHARE ON REFERRALS TO SELECT SECURITIES FIRMS: IT’S FEES OR FAMINE, SAY PRAGMATIC CPAS

A group of 40 certified public accounting firms from around the country has agreed to work within a…

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INSURERS SEE PROFIT IN ILLNESS INSURANCE: HIGH HOPES FOR ‘CRITICAL’ SUCCESS

A critical-illness insurance product developed 15 years ago by a world-famous heart specialist and sold around the world…

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REGULATORS OUT WEST CRACK DOWN ON UNAUTHORIZED SALES: WILD WILD REPS PLAYING GAME BY THEIR OWN RULES

The West is wild with wayward brokers. States are seeing an increase in unauthorized securities sales as the…

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TALKING WITH FELLOW UAM SUBSIDIARY: PILGRIM BAXTER EYES ANALYTIC

Pilgrim Baxter & Associates is negotiating to turn fellow United Asset Management affiliate Analytic TSA Global Asset Management…

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  • News
  • April 6, 1998

Waterhouse Investor Services Inc. Taking Over: Spring White Sale Prompted By Need To Boost Technology

In an interview just a few weeks ago, Jack White was extolling the joys of running a boutique.

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ENOUGH! PLANNERS, VENDORS IN GRIP OF CONVENTION FRENZY: SEEMS LIKE CONFERENCE A DAY, MARCH TO MAY

Used to be Charles Foster didn’t have to think too hard about which financial conference to attend. He’d…

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ENOUGH! PLANNERS, VENDORS IN GRIP OF CONVENTION FRENZY: SEEMS LIKE CONFERENCE A DAY, MARCH TO MAY

Used to be Charles Foster didn’t have to think too hard about which financial conference to attend. He’d…

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ON THE SAME PAGE — IN THE SAME LANGUAGE: SOCIETY AIMS TO STANDARDIZE GLOBAL PERFORMANCE MEASURES

Parlez-vous investments? To persuade portfolio managers around the world to speak the same language, the Association for Investment…

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U.S. BROKER, BELIZE BANK OFFER ‘ELECTRONIC SWISS BANK ACCOUNT’: FOR OFFSHORE INVESTORS WHO WANT TO KEEP THEIR IDENTITIES SECRET

U.S. advisers vying for a piece of the $2.5 trillion held by offshore investors have been competing for…

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ON THE SAME PAGE — IN THE SAME LANGUAGE: SOCIETY AIMS TO STANDARDIZE GLOBAL PERFORMANCE MEASURES

Parlez-vous investments? To persuade portfolio managers around the world to speak the same language, the Association for Investment…