Results for "wirehouses"

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Morgan Stanley's global mix sets it apart

March 15, 2004

Morgan Stanley is continuing to swim against the tide, sticking with a global asset allocation heavily tilted to equities despite a spike in the bond market last week. The New York-based wirehouse recommended a mix of 70% equities and 30% fixed-income...

Unwelcome dividend: Filing woes

March 1, 2004

Financial advisers who prepare, or even review, their clients' tax filings can count on working overtime this tax season. Last year's $350 billion tax cut package is causing widespread confusion over taxes on dividends from stocks and mutual...

OneSource is in eye of pay-to-play storm

March 1, 2004

Companies such as Charles Schwab & Co. Inc., Fidelity Investments and TD Waterhouse Group Inc., and the independent fee- only advisers that use their no- transaction-fee platforms, may be taking advantage of mutual fund investors, industry observers...

Schwab cuts prices - for some investors

February 16, 2004

Charles Schwab & Co. Inc. is making some big pricing changes, but read the fine print. The San Francisco-based broker is cutting its sacred-cow commission price of $29.95 to $24.95 effective March 1, under certain conditions. The 16.7% reduction...

Schwab's referrals drying up?

February 2, 2004

While Charles Schwab & Co. Inc.'s nationwide referral service for financial advisers is going like gangbusters, some worry that the program is rapidly running its course. Schwab's Advisor Network program handed $5.8 billion in client assets...

SEC may reignite debate over advice

February 2, 2004

The Securities and Exchange Commission, looking at an industry where the traditional line between stockbrokers and investment advisers has blurred, is considering a proposal that would apply similar standards to both. In an interview, SEC commissioner...

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