Smith Barney

It's not easy to copy Berkshire Hathaway's style

Ask the fool: Do any mutual funds mirror Berkshire Hathaway’s investment style? – D.G., online A: Be careful. Some people erroneously think of Warren Buffett’s company as a kind of mutual fund, since he owns stock in a bunch of...

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Wealthy ask more brokerage service or they leave

Steve Rose, a public relations executive in New York, spent a year weighing whether to keep his money at Morgan Stanley Smith Barney or switch to an independent adviser. Last month he decided to make a move.

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Imitating Buffett

Q Do any mutual funds mirror Berkshire Hathaway’s investment style? — D.G., online A Be careful. Some people erroneously think of Warren Buffett’s company as a kind of mutual fund, since he owns stock in a bunch of companies...

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ADIB appoints Amir Riad as Head of Corporate Finance

Abu Dhabi, 22 November 2009 - Abu Dhabi Islamic BankAbu Dhabi Islamic Bank , one of the leading Islamic banks in the region, has announced the appointment of Amir Riad as Global Head of its Corporate Finance and Investment...

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Smith Barney broker attrition stabilizing

Charles Johnston says Morgan Stanley Smith Barney is now losing fewer legacy Smith Barney reps. By Dan Jamieson, InvestmentNews.com The broker attrition at Morgan Stanley Smith Barney is slowing down, according to Charles...

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Financial consultant opens in Lawrence

Patrick Brown has founded Abram Brown Financial Consultants LLC, Lawrence. The firm works to provide clients with efficient and transparent financial solutions, with a focus on comprehensive wealth management strategies. Brown,...

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Sun Life Financial's Investor Day focuses on successes in U.S.-based businesses

TORONTO (November 19, 2009) – Sun Life Financial has created a solid foundation for sustainable growth, company executives said during an Investor Day in New York City, which focused on U.S.-based businesses Sun Life Financial...

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Grass Roots Research Initiates Coverage With $2.04 Price Target

LOS ANGELES, Nov. 20 /PRNewswire-FirstCall/ -- Cavitation Technologies, Inc. (CTI) (OTC Bulletin Board: CVAT; Berlin: WTC) is pleased to announce a research report has been issued on the Company by Grass Roots Research and...

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Anchorage Rhodes scholar charged with fraud

Rachel Yould was a Bartlett High School senior in 1990. Investigators say Rachel Yould, 37, created a second identity to get two sets of student loans, using one of them to invest in a Smith Barney account and a private...

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Merrill Lynch shuffles wealth heads

By Joseph Marsh | 20 November 2009 Stephen Corry has replaced Tony Stanton as Asia chief investment officer of Merrill's wealth arm, while Wilson So joins as head of North Asia global wealth management advisory. Merrill Lynch...

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