If you’re a Merrill FA, Thain loves you—and he wants you to know about it, too. According a story in the Wall Street Journal’s Deal Journal section, Merrill Lynch CEO John Thain heaped praise upon the wealth management division during an interview, and has been singling it out with compliments since the beginning of the year, saying on conference calls that it was the only part of the company where compensation wouldn’t be revamped. “Merrill has a very good culture that is the strongest inside the wealth management organization,” he told the paper in the interview.
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
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