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Steve Daniels

A native of Wilmette, Steve is a graduate of Kenyon College in Gambier, Ohio, and has a master's degree in journalism from Northwestern University's Medill School of Journalism.

Displaying 113 results

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BANK OF NEW YORK: HONEY, DO! MELLON: I’M NOT THAT KINDA BANK; STILL, $23 BILLION CAN BE AWFULLY PERSUASIVE BAIT FOR COY STOCKHOLDERS

It was only a few weeks ago that Mellon Bank Corp. closed its acquisition of mutual fund firm…

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PORTFOLIO REVIEWS, TRADES GO HAND IN HAND: ADVISER-BROKER TEAM ONLINE

A fee-only adviser has teamed up with online broker Computel Securities to offer investment advice over the Internet.

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BANC ONE COMBINE HAS ASSET TOOLS: NO. 2 IN MERGER NEWS BUT NO. 1 IN MONEY MANAGEMENT

One could forgive the honchos at Banc One Corp. and First Chicago NBD Corp. if they cursed their…

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MORNINGSTAR RATES FUNDS — WORKS FOR THEM, TOO: REVIEWER EXPANDING FEE-PAID CUSTOM RESEARCH

Mutual fund appraiser Morningstar Inc. for years has chided companies for the escalating fees they charge investors. But…

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GROWTH SHIFTING TO SLOW LANE FOR AMERICAN EXPRESS UNIT: DEFECTIONS FIGURE IN WEAKER ’98 SHOWING

Sales growth at American Express Financial Advisors Inc. is slowing considerably, at least judging by the Minneapolis-based financial…

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BEA ASSOCIATES LEADS WAY IN SELLING CLOSED-END FUNDS RIGHT TO INVESTORS: USES BANK-OWNED FIRM TO PEDDLE ITS WARES

Direct purchase plans, once available only for individual stocks, have quietly entered the closed-end fund arena. Boston EquiServe,…

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PEOPLE: NEW NATIONSBANK FUNDS HONCHO; KNOWS GOAL AND HOW TO GET THERE

Stay the course. That’s the mantra of Robert H. Gordon, who recently took over the helm of NationsBank’s…

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ADVISERS NOT WINNING ROTH CONVERTS: FEW CLIENTS MOVING A TAX-FREE ACCOUNTS, BUT FUND COMPANIES TELL A DIFFERENT TALE

To hear the discount brokerages and mutual fund companies tell it, the new Roth individual retirement account is…

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DEAL WATCH: BANKS HAVE THEIR EYES ON RECORDKEEPERS IN 401(K) PUSH — HAVING A SIDELINE IN THE ADVISING BUSINESS MAKES A COMPANY A MORE APPEALING TARGET

Bank acquisitions of regional recordkeepers for 401(k) plans are picking up as banks look to build scale in…

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BANK JOBS OUT INVESTMENT OPERATIONS: NAT’L COMMERCE-MORGAN STANLEY DEAL MAY FORECAST TREND

In what may be a banking industry first, a Southeastern regional bank has moved to outsource virtually all…