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The Motley Fool
December 31, 2004
Nathan Slaughter |
Compassionate Corporations Many U.S. companies dig deep to help tsunami victims in Southeast Asia. This is yet another sign that many companies strive to be good corporate citizens by giving something back.   |
Registered Rep.
January 4, 2005
Will Leitch |
Brokerages Respond to Tsunami Tragedy As Americans donate to tsunami disaster-relief efforts, the brokerage industry is chipping in as well. According to the SIA, there is no organized industrywide effort to raise relief funds, but individual firms are doing their part. |
DailyCandy
January 3, 2005 |
Disaster Relief You want to help the victims of Asia's massive tsunami? (Of course you do.) The best thing you can do is make a donation to humanitarian organizations that already have relief programs in Southeast Asia. Here are a few. |
Registered Rep.
October 1, 2005
Kristen French |
Whirlwind Response to Katrina Wirehouses, regionals and independents reacted quickly to the Katrina disaster, offering donations to the Red Cross, matching employee contributions and taking other relief measures. |
InternetNews
January 7, 2005
Tim Gray |
Tsunami Donations Skyrocket Online The tsunami that killed more than 150,000 people and pulverized the coastlines of nearly a dozen nations has also brought out unprecedented use of the Internet. |
AFP eWire
January 13, 2005 |
North American Tsunami Relief Contributions Exceed $550 Million; Arkansas Extends Deduction Deadline Charities across North America have received more than $550 million in contributions to support relief efforts related to the Southeast Asia tsunami which hit several countries on Dec. 26, 2004. |
InternetNews
December 27, 2004
Erin Joyce |
Spreading The Word of Tsunami Relief Online sites and bloggers spread fast relief information after the worst earthquake in 40 years devastates Southeast Asia. |
The Motley Fool
July 29, 2008
Morgan Housel |
Mother Merrill Blows Her Top Merrill Lynch decides to dump more than $30 billion in mortgage-related assets in a move to rid itself of as many sickly holdings as possible. |
Registered Rep.
March 1, 2008 |
Capital Hill Contributions Shifts in Wall Street's campaign contributions. |
Registered Rep.
June 26, 2008
John Churchill |
Tough Morning For Brokerage Sector Stomachs are surely turning at the wirehouse brokerage firms this morning. |
Financial Advisor
March 2012 |
UBS Reeling In Merrill Advisors The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to snagging advisor teams from Bank of America/Merrill Lynch. |
InternetNews
January 3, 2005
Jim Wagner |
Bush Says Go Online to Offer Tsunami Support Flanked by two former presidents, he tells Americans they can help best by going online. |
Registered Rep.
October 8, 2009 |
UBS Hires Bob McCann UBS has hired former Merrill Lynch executive Bob McCann to run its wealth management division in the Americas. |
Registered Rep.
May 27, 2004
David A. Gaffen |
High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms. |
InternetNews
December 29, 2004
Jim Wagner |
Tech Industry's Tsunami Relief Efforts Pick Up Amazon collects more than $1.6 million in donations as big companies and bloggers do what they can to help in the wake of southern Asia's devastating tsunami. |
Registered Rep.
January 9, 2008
Halah Touryalai |
Smith Barney Snags Three Advisors From Rivals Smith Barney has started off the new year right with a recruiting victory. The firm recently hired three Merrill Lynch reps and one UBS advisor. |
AFP eWire
January 8, 2006 |
U.S. Giving to Tsunami Relief Exceeded $3 Billion Approximately 25% of American households contributed a total of $2.78 billion to tsunami relief efforts. Corporations gave $340 million, and foundations accounted for $40 million. |
Registered Rep.
August 13, 2007
Halah Touryalai |
Merrill Grabs Advisors Producing $5.5 million From Rival UBS Merrill Lynch won big last week in the aggressive industry-wide recruiting war for top advisors. |
Foundation News & Commentary
Mar/Apr 2005
Marc Ross Manashil |
Don't Forget the World's Daily Disasters Global tragedy did not begin or end with the 2004 tsunami. Seize a chance to commit to international giving. |
AFP eWire
January 30, 2006 |
Corporate Contributions Up in 2004 Corporate giving to non-profits and charities increased by 22% from 2003 to 2004, according to an annual survey. |
Registered Rep.
August 6, 2010
John Aidan Byrne |
UBS Advisors Welcome Mortgage Rollout Financial advisors at UBS Wealth Management Americas closely watched this week as the U.S. brokerage rolled out plans to sell more of its own mortgage and lending products through its retail brokerage force. |
Searcher
May 2005
Miguel Ramos |
Tsunami Blogs Respond to Disaster Evolving from personal, journal-style entries, blogs have addressed politics, war reportage, and, now, humanitarian aid efforts. Here is a description of blogs about the December 2004 tsunami that are focused on aid and information. |
Registered Rep.
March 15, 2010
John Aidan Byrne |
McCann Is the Man at UBS; Name Change to PaineWebber? The much-anticipated revival plan for UBS Wealth Management Americas will cap off a series of recent organizational changes garnering support from an important constituency: advisors at the beleaguered brokerage. |
BusinessWeek
January 10, 2005
Rowley & Einhorn |
The Tsunami's Tragic Toll The vast catastrophe will bring painful economic costs in Asia, too. Governments across the region, already strapped for cash, now face the expense of relief and reconstruction. |
AFP eWire
January 6, 2005 |
U.S., Canada to Extend Tax Deduction for Tsunami Relief Both the American and Canadian federal governments are working on plans to allow taxpayers to claim a tax deduction (for the United States) or credit (for Canada) in tax year 2004 for contributions made for tsunami relief efforts in January 2005. |
National Defense
June 2008
Lawrence P. Farrell Jr. |
Non-Government Aid Crucial To Disaster Relief Operations Organizations such a Project HOPE provide a critical helping hand that supports the broader U.S. goals of global security and stability. |
Registered Rep.
June 9, 2008 |
Credit Downgrades, More Write-Downs And The ARS Market Credit downgrades to MBIA and AMBAC Financial Group, the world's largest bond insurers, will lead to more write-downs at Citigroup, Merrill Lynch and UBS, according to a new research report. |
Fast Company
April 2005
Todd Shapera |
On the Waterfront An IT analyst pursues a different calling after the tsunami hits his native Sri Lanka. Now he's building houses for tsunami victims. |
Registered Rep.
February 1, 2005 |
By the Numbers Top 10 Broker/Dealers, by Advisor Headcount: Merrill Lynch... Wachovia... Smith Barney... Morgan Stanley... etc. |
On Wall Street
April 1, 2010
Howard J. Stock |
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. |
Registered Rep.
March 28, 2008
David A. Geracioti |
More Trouble In Auction-Rate Securities Land The State of Massachusetts Secretary of State is investigating the sales practices of auction-rate securities, to learn how these securities are presented to individual clients in the state. |
The Motley Fool
April 2, 2008
Tom Hutchinson |
UBS: You Hang In There The Swiss bank looks to cut its losses and put the crisis behind it. |
Investment Advisor
November 2009
Kathleen M. McBride |
Merrill's Big Plans The importance of culture at the organization is what Sallie Krawcheck spoke of at her first press conference as president of Global Wealth Management & Investment Management at Bank of America Merrill Lynch. |
The Motley Fool
July 2, 2008
Tom Hutchinson |
UBS Purges Board Heads roll as UBS faces a myriad of financial and legal problems. |
Registered Rep.
October 1, 2010
John Aidan Byrne |
Who Will be Number One Among the Wirehouses? A good old-fashioned Wall Street fight for retail assets -- and a fierce tussle over which firm can call itself the Number One retail wealth management firm on Wall Street -- is brewing. |
On Wall Street
May 1, 2012 |
Who's News UBS Wealth Management Americas has hired four financial advisor teams... Ameriprise Financial has hired Charles Hart... Barclays has hired John Houlihan as a director and regional manager... |
Registered Rep.
July 31, 2008
John Churchill |
Massachusetts Says Merrill Defrauded ARS Clients Among the many claims against Merrill Lynch is that management censored otherwise gloomy fixed income research in order to move volatile inventory out of company inventory and into client portfolios. |
AFP eWire
March 29, 2011 |
Americans Under Age 40 Are as Likely to Donate to Japan Disaster Relief Through Electronic Means as Traditional Means In a striking shift in charitable donations methods, Americans under age 40 are now just as likely to give donations to disaster relief through digital means as they are through traditional means. |
The Motley Fool
March 10, 2009
Morgan Housel |
Don't Fall for Citigroup's Fantasy The news that the bank is actually profitable takes stretching the truth to a whole new level. |
Registered Rep.
October 27, 2009
John Aidan Byrne |
McCann Vows to Return UBS Wealth Management To Profitability New CEO Robert J. McCann says the wealth management division of UBS will not be put on the block. |
Registered Rep.
August 5, 2009
French & Churchill |
UBS Close to Deal With Bob McCann, Reorg Under Way The move comes as the bank works to contain damage to its reputation done by the tax evasion dispute with the U.S. government. |
BusinessWeek
July 25, 2005
Frederik Balfour |
Eager To Shepherd Asia's New Money Asia has been minting new millionaires faster than any other region in the world, a fact that hasn't been lost on UBS. |
Registered Rep.
November 9, 2010
Jerry Gleeson |
Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity. |
Foundation News & Commentary
Mar/Apr 2006
Rayna Aylward |
Readying the Response A corporate grantmaker describes her organization's effort to be better prepared to marshal resources when the next disaster strikes. |
The Motley Fool
December 29, 2004
Selena Maranjian |
Post-Tsunami: How to Help What can you do to lend a hand in the wake of tragedy? Charitable giving is part of being a well-rounded investor. Here are some ways you can help alleviate suffering overseas. |
Registered Rep.
January 6, 2009 |
Sontag Takes McCann's Job At Merrill More shocking to Merrill Lynch advisors than the sudden departure of their leader is the disappearance of the "MER" logo from their computer screens. |
CRM
January 2, 2004
David Myron |
CRM and Crisis Management Technology helped the Red Cross manage wildfire-response relief efforts in ways it has never done before. |
Registered Rep.
August 26, 2009
David A. Geracioti |
Is McCann Close to a Deal with UBS? Bloomberg is reporting that Bob McCann, the former head of Merrill Lynch's brokerage unit, is nearing a deal with his old employer that will allow him to take a job running UBS's wealth management unit. |
The Motley Fool
November 4, 2008
Alex Dumortier |
The Market Is Wrong on UBS UBS appears to have turned the corner in restoring investor confidence, but do fundamentals back this up? |
The Motley Fool
November 7, 2006
Dan Caplinger |
When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect. |
