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Jeff Nash

Jeff Nash was a reporter for sister publications Pensions & Investments and Financial Week before becoming Assistant Managing Editor at InvestmentNews from 2009 to 2012. He then moved on to be a Finance Editor at The Wall Street Journal and then Managing Editor at CNBC. Connect with him on LinkedIn.

Displaying 103 results

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The Fast Track: CPA Baker knows a trend when he sees one

That accountants are starting to expand into financial advice is no surprise to Glenn Baker, a CPA who…

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SEC probe targets WMA

A Georgia securities firm with 9,000 brokers across the country, many part-time and working out of their homes,…

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The Fast Track: CPA Baker knows a trend when he sees one

That accountants are starting to expand into financial advice is no surprise to Glenn Baker, a CPA who…

Topic

SEC probe targets WMA

A Georgia securities firm with 9,000 brokers across the country, many part-time and working out of their homes,…

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Hoping when the ball drops, a bomb doesn’t

Irene Dec’s plan for New Year’s Eve this year doesn’t involve swing dancing or watching the ball drop…

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Merrill funds go undercover to boost sales outside firm

Merrill Lynch? Nobody here by that name. As odd as it may seem, that refrain may soon become…

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Internet bank aims for its own niche: comfort of gay and lesbian customers

When Steve Dunlap was rejected for a loan to develop a gay-and-lesbian resort hotel in Florida six years…

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Brokerages boost estate planning to boomers

When the much-hyped great wealth transfer takes off, brokerage firms hope baby boomer clients won’t take that to…

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Revamped website aims to trump Schwab’s

In its never-ending battle to attract advisers, TD Waterhouse Group Inc. is launching an Internet site designed to…

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Study shows a big difference between bricks and clicks

Traditional brokerages’ attempts to reinvent themselves as online operations are doomed to fail, says a recent study conducted…