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Entrepreneur
May 2008
Sara Wilson |
Ahead of the Pack The sales keep piling up for Simply Self Storage, thanks to some major investments and a spectacular team.   |
CIO
August 9, 2011
Kristin Burnham |
From Microsoft to Google Apps: Why We Migrated When IT systems needed to be consolidated Journal Communications reexamined their portfolio and became a Google Apps-based business. Here's how they did it and why. |
Insurance & Technology
July 11, 2008
Anthony O'Donnell |
Connie O'Brien Helps AXA Equitable "Walk the Talk" in Internet Strategy Connie O'Brien aims to make AXA Group the "preferred company" for customers, distributors and employees. |
The Motley Fool
April 13, 2010
Rick Aristotle Munarriz |
Conan the Late-Night Barbarian Team Coco will rejoin the late-night battle this fall. |
On Wall Street
September 1, 2012
Elizabeth Wine |
Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business. |
Financial Planning
May 1, 2008
Dave Lindorff |
E & Oh, No Errors and omissions insurance is the must-have policy for financial professionals. But many planners don't have it because of a combination of cost and coverage problems. |
Chemistry World
June 7, 2006
Katharine Sanderson |
Whooping and Dancing for Chemistry Godfather Paul O'Brien, head of chemistry at the University of Manchester, UK, has been awarded the first honorary DSc degree from the University of Zululand, South Africa. |
Sports Illustrated
June 15, 2000
Tim Layden |
O'Brien is incognito, but not irrelevant Since coming out of hiding to win the Goodwill Games dec in the summer of '98, Dano has been further underground than David Lee Roth. |
Registered Rep.
April 1, 2006
Janet Arrowood |
Scary Story In a world where financial lawsuits regularly make headlines, advisors that ignore their E&O coverage do so at great risk to their careers and their pocket books. Legal fees alone can crater a wallet. |
Financial Advisor
June 2005
David J. Drucker |
Filling The Gaps In E&O For financial advisors, simply remembering to pay your annual E&O (errors & omissions) premium while going about business as usual may give you a false sense of security, not to mention some nasty surprises. |
Financial Planning
March 1, 2007
David A. Twibell |
Helping Nonprofits Profit Small and midsize nonprofit organizations can be great clients for financial advisors, but understanding their unique needs is critical to success. |
Salon.com
June 12, 2000
Charles Taylor |
"The Browser's Ecstasy" by Geoffrey O'Brien The author zeros in on the insatiable need that keeps us going back, again and again, to books. |
Insurance & Technology
December 13, 2006
Anthony O'Donnell |
O'Brien Drives Service The objective of Standard Insurance is about service, but this can only be achieved through proper alignment of IT with business goals. |
Bank Systems & Technology
September 28, 2005
Phil Britt |
Prim and Proper Without a formal management process, technology projects often veer off track and over budget. But even small banks can benefit from established project management guidelines. |
Investment Advisor
May 2008
Thomas D. Giachetti |
Got Unhappy Clients? How to protect yourself from client complaints in volatile times. |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
InternetNews
February 8, 2007
Roy Mark |
Skepticism Clouds Proposed Spectrum Plan Nextel founder Morgan O'Brien urges lawmakers to ditch DTV transition plans for public-safety spectrum. |
IndustryWeek
July 1, 2007
John Teresko |
Boom Continues In Automation Services The automation services market will see 12% growth over the next 5 years. |
InternetNews
March 22, 2005
Clint Boulton |
HP Slashes Prices on Storage Grid Software The systems vendor boosts the capacity of its storage archive system and slashes its starting price. |
Insurance & Technology
February 19, 2004
Julie Gallagher |
IIABA Seeks Spam Exemption Non-profits shouldn't have to abide by Can Spam, says IIABA |
Investment Advisor
May 2010
Melanie Waddell |
Healthcare Reform and You The new healthcare law brings changes in taxes, investing, annuities, and health savings accounts. |
BusinessWeek
April 7, 2010
Grover & Fixmer |
Conan O'Brien's Work in Progress The former Tonight Show host is in play, but prospective TV and cable networks are struggling to find him the right time slot. |
HBS Working Knowledge
August 16, 2004
Manda Salls |
Achieving Balance in Nonprofit Governance Nonprofits are facing increasingly complex regulatory and boardroom challenges, says Harvard University's Marion R. Fremont-Smith. Can organizations respond while maintaining their missions? |
BusinessWeek
October 28, 2010
Felix Gillette |
How Fusty TBS Is Selling Conan O'Brien Cable network TBS is courting a Web-savvy audience for its offbeat new headliner with a marketing quirk-fest. |
Wall Street & Technology
January 24, 2006 |
Keeping Tabs Richard Balarkas, managing director of Credit Suisse, has been elected cochair of... Nasdaq appointed William O'Brien SVP of new listings with the corporate client group... ESpeed COO Paul Saltzman was elected to The Bond Market Association... etc. |
Bank Systems & Technology
July 28, 2006
Nancy Feig |
Off-Network Computing Assets Represent Risk to Information Security for Banks Computers obviously are an integral component of the modern banking infrastructure. But what becomes of a computer once it is removed from a bank's network? The once-invaluable asset now represents a major risk for financial institutions, according to experts. |
Investment Advisor
March 2006
Robert F. Keane |
Safety First No one wants to pay for E&O insurance, but advisors admit it helps them sleep better. |
Registered Rep.
February 1, 2003
Jerry L. Reiter |
The Blame Game It's hard to say when the targeting of financial advisors for litigation reached its peak -- or whether it has even peaked yet. So how to protect yourself? |
The Motley Fool
January 20, 2010
Rick Aristotle Munarriz |
Are You Sure About This, Comcast? The mess at NBC may be more than Comcast can handle. |
Financial Advisor
June 2004
Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |
BusinessWeek
November 4, 2010
Jim Windolf |
Leno, Conan, Zucker, and 'The War for Late Night' Bill Carter, author of The Late Shift, is back with the story of how Jeff Zucker's attempt to avoid a Carson-like succession drama failed. |
Bank Director
4th Quarter 2009
Jamie Reeves |
Evaluating Your D&O Protection The first step the board must take in steeling itself against liability is undergoing a thorough review of its insurance carrier. This interview offers tips on questions the board should be asking before the going gets tough. |
Salon.com
August 1, 2000
Michael Sragow |
"D.O.A." A murdered man tracks his own killer in this ahead-of-its-time 1950 noir thriller. |
National Real Estate Investor
November 1, 2004 |
Names in the News Matthew Leyrer has joined Granite Properties as the director of investments... Mitchell Rudin has been appointed president of the New York tri-state region for CB Richard Ellis... etc. |
Chemistry World
March 3, 2006
Katharine Sanderson |
Museum Trustees Look for a Catalyst A struggling chemical-industry museum in Manchester, UK, is undergoing a revamp in an attempt to attract more young visitors. |
Searcher
February 2004
Hazel Cameron |
The Nonprofit Phenomenon Internet resources for nonprofit organizations |
Registered Rep.
February 22, 2011
Lauren Barack |
Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity. |
Financial Planning
August 1, 2013
Kathy Kristof |
At Wheaton Wealth Partners, 'Mind Mapping' the Clients Wheaton Wealth Partners reaches out to clients by mind mapping their emotional priorities first, then developing a plan and a portfolio. |
Financial Planning
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
CFO
April 1, 2008
Russ Banham |
Retired but Not Forgotten How much D&O coverage do former officers and directors need? |
Investment Advisor
September 2008
Steve Moore |
Less Is More To become a wealth manager, you may want to start with fewer clients. |
Wall Street & Technology
January 5, 2005
Maria Santos |
Shifting Gears -- People & Careers Senator D'Amato Joins COESfx... Nasdaq Names SVP of Market Data... Former Nasdaq Exec Runs Research Firm... etc. |
Investment Advisor
April 2009
Mike Patton |
Values Advisor The sixth in a series of first-person articles in which the author chronicles his own road to independence from employee advisor to fully independent RIA. |
Wired
October 2005
Steven Levy |
The Trend Spotter Tim O'Reilly built an empire on computer manuals and conferences that make sense of new technologies. Along the way he became the guru of the participation age. |
Inc.
September 2008
Susan Greco |
Fighting the Sales Force Blues How to keep reps motivated when they miss their numbers. |
Registered Rep.
October 30, 2007
Christina Mucciolo |
O'Neal Gone: Reps Apathetic, Analysts Say Get Back To Basics If you work at Merrill, enjoy the cloak-and-dagger board room fight. In reality, things aren't so bad. The bottom line: Merrill ought to stick to what it is good at -- retail brokerage. |
Registered Rep.
September 28, 2010
Jerry Gleeson |
Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology. |
Fast Company
June 2010
Matthew Fleischer |
"I'm With Coco" Creator Aviv Hadar How a 25-year-old college dropout became the "it" nerd to the stars. |
CFO
March 15, 2006
Anne Stuart |
Serenity Now! Board members worried about compliance-related lawsuits may want to revisit their directors' and officers' insurance policies. |
Registered Rep.
November 5, 2012
Matt Oechsli |
Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language. |
