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Registered Rep.
March 1, 2006
John Churchill
Unclean Hands H&R Block Financial Advisors recently lost an appeal to stop three departing brokers from soliciting or contacting their clients. For reps around the country, the ruling means that moving your book could get a lot easier. mark for My Articles similar articles
Registered Rep.
June 2, 2003
David A. Gaffen
Vermont Judge Rules Against a Merrill TRO A federal judge in Vermont has ruled against Merrill Lynch's attempt to prevent two former brokers from contacting clients they held while at the firm. mark for My Articles similar articles
The Motley Fool
April 20, 2007
Nathan Parmelee
Quick Take: H&R Block Unloads Subprime Business H&R Block is up nearly 4% today, simply for selling its subprime mortgage business, Option One Mortgage. mark for My Articles similar articles
Registered Rep.
August 13, 2008
Halah Touryalai
Ameriprise Buys H&R Block Reps Ameriprise Financial is 900 advisors stronger after it purchased H&R Block Financial Advisors for $315 million in cash. mark for My Articles similar articles
The Motley Fool
October 18, 2010
April Taylor
H&R Block Shares Plunged: What You Need to Know H&R Block shares are down 11.5% in trading today, with more than three times the volume of an average day. mark for My Articles similar articles
The Motley Fool
February 14, 2005
Richard Gibbons
One Cheap Stock The shares seem unreasonably cheap, despite major challenges for the company. H&R Block's price presents investors with the opportunity to buy into a great company at a discount to intrinsic value. mark for My Articles similar articles
The Motley Fool
August 31, 2007
Ryan Fuhrmann
Option Weighs Down H&R Block H&R Block's misguided venture into the subprime mortgage business cost the company almost $1 billion last year, and selling off the unit is proving difficult. mark for My Articles similar articles
The Motley Fool
March 14, 2011
Zeeshan Siddique
H&R Block Upbeat Despite Third-Quarter Losses Despite a net loss, the company has lots of positive things to look forward to. mark for My Articles similar articles
Registered Rep.
February 24, 2012
Kristen French
Due Diligence: Seven Years Later, Merrill Broker Discrimination Class Action Gets go Ahead The lawsuit will go to court in April, and then the judge will set a date for trial. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Alyce Lomax
H&R Block Party? With competitive pressure building, H&R's not celebrating yet. mark for My Articles similar articles
Registered Rep.
September 14, 2005
John Churchill
H&R Block On a Recruiting Spree The firm known primarily for its tax preparation services is ramping up its financial advisory force. mark for My Articles similar articles
Registered Rep.
April 1, 2007
Broker Protocol for All? A judge's decision may make it a lot easier for brokers to leave protocol firms at a time when recruiting wars and transition packages are at their peak. mark for My Articles similar articles
The Motley Fool
October 14, 2010
Anders Bylund
H&R Block Shares Plunged: What You Need to Know Shares of financial services veteran H&R Block are plunging today like a scandalous neckline, dipping more than 10% from last night's closing in intraday trading. mark for My Articles similar articles
The Motley Fool
March 17, 2006
Alyce Lomax
H&R Chopping Block H&R Block's shares have crumbled to a 52-week low this week. The company is standing by its financial guidance for the coming year, though it's already admitting to slow customer traffic. Investors, take note. mark for My Articles similar articles
Registered Rep.
August 25, 2006
Kevin Burke
Merrill Fighting Back Against Recent Defections The recruiting war for top brokers remains fierce. The latest evidence of the fight to win million-dollar producers involves the industry's biggest firms. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Namita Devidayal
True to Form H&R Block's ubiquity in tax-preparation has pigeon-holed the firm and hampered its efforts to become a serious player in the financial advisory business. mark for My Articles similar articles
The Motley Fool
August 26, 2010
Jordan DiPietro
Will H&R Block's Dividends Last? Evaluating the sustainability of dividend payments. mark for My Articles similar articles
The Motley Fool
June 21, 2007
Ryan Fuhrmann
H&R Block's Taxing Supbrime Exposure H&R Block looks to put its subprime woes behind it. But as it stands currently, smaller rival Jackson Hewitt is a purer play on tax services, with plenty of real estate to cover and with new store branches. mark for My Articles similar articles
Registered Rep.
June 6, 2006
Halah Touryalai
End of Settlement Talks Bring Students to Protest Against Merrill Lynch African-American college students protested in front of several Chicago-based Merrill Lynch offices one day after settlement talks between African-American reps who claim they were discriminated against and Merrill Lynch came to an end. mark for My Articles similar articles
The Motley Fool
June 12, 2006
Ryan Fuhrmann
The H&R Block Time Warp Shares of H&R Block are trading at almost the same price they were at in 2002. But is the stock a buy? mark for My Articles similar articles
The Motley Fool
June 6, 2006
Rich Smith
Foolish Forecast: H&R's Reality Block With the books finally closed on fiscal fourth-quarter, the nation's leading paid tax preparer, H&R Block, reports on the tax season (and full fiscal year) that was tomorrow. Want to know what Wall Street expects to see? Want to know what really matters? mark for My Articles similar articles
The Motley Fool
November 24, 2004
Rick Aristotle Munarriz
Block in Blue The tax prep specialist H&R Block finds itself in familiar territory for its latest fiscal second quarter. It's in the red for the period, losing $0.52 a share as revenues fell by 5% to hit $539 million. mark for My Articles similar articles
Fast Company
Neal Ungerleider
Court: Aereo-Like Streaming Service Should Be Treated Similarly To Cable For the first time, a court has ruled that a streaming video service should be treated like a cable service. mark for My Articles similar articles
Registered Rep.
April 26, 2007
John Churchill
To Appeal or Not to Appeal? SEC Feels Heat Over Pro-FPA Court Ruling The SEC is feeling lobbyist pressure from both sides as it prepares to either appeal or let stand the ruling by a Federal Court of Appeals that vacated the "Merrill Lynch" rule. mark for My Articles similar articles
The Motley Fool
January 10, 2011
Sean Williams
This Is the Worst Stock in the S&P 500 Increased regulations, erratic cash flows, and a housing bubble spell doom for financial service company H&R Block. mark for My Articles similar articles
The Motley Fool
February 26, 2007
Ryan Fuhrmann
Did Berkshire Throw In the Towel on H&R Block? Berkshire recently trimmed its H&R Block holding, but that doesn't make it a sell. mark for My Articles similar articles
The Motley Fool
December 1, 2006
Ryan Fuhrmann
Lending Isn't Helping at H&R Block The tax specialist has been a value trap for more than four years now, but perhaps the decision to consider divesting the mortgage business is the catalyst it needs to get growth moving in the right direction again. mark for My Articles similar articles
The Motley Fool
June 10, 2004
Rick Aristotle Munarriz
Chip Off the Old H&R Block The tax prep specialist announces its seasonally strongest quarter. mark for My Articles similar articles
Investment Advisor
June 2007
Melanie Waddell
SEC Won't Appeal Court Ruling The SEC has decided not to appeal the recent ruling which exempted brokers from being subject to regulation as investment advisors in fee-based brokerage accounts, on the basis that the SEC had exceeded its authority under the Investment Advisers Act of 1940. mark for My Articles similar articles
The Motley Fool
July 12, 2011
Jeff Bailey
H&R Block Gains Market Share, Steadies Itself; Still a Bargain Is H&R Block a smart buy right now? mark for My Articles similar articles
The Motley Fool
August 25, 2004
Nathan Slaughter
H&R Block Files One Away Declining mortgage margins sink the tax-preparation specialist's first quarter. mark for My Articles similar articles
Registered Rep.
June 15, 2007
Halah Touryalai
Merrill Requests End to Discovery in Racial Discrimination Suit Registered Rep. reported in error that a judge ruled in favor of Merrill Lynch in a discrimination suit. The judge in the case has referred the decision to a magistrate judge and a ruling has yet to be made. mark for My Articles similar articles
The Motley Fool
June 15, 2006
Ryan Fuhrmann
Jackson Hewitt Worth a Look Hewitt trades at a forward P/E multiple 13.3, while H&R is trading at 11.1 times next year's expected earnings. Overall, you don't have to pay that much more for a company with a more favorable growth outlook. mark for My Articles similar articles
The Motley Fool
August 24, 2004
Rick Aristotle Munarriz
Jackson's High Five The country's second-largest tax-preparation specialist behind H&R Block went public back in June. Jackson Hewitt Tax Service posted its first quarterly results as a stand-alone entity. mark for My Articles similar articles
Registered Rep.
May 1, 2007
The Great Reckoning Whatever the specific business impact the Merrill Lynch ruling may have, many see the return to pre-1999 rules as a chance for the brokerage industry, which has long avoided fiduciary duty for business and regulatory reasons, to overcome those obstacles and embrace it. mark for My Articles similar articles
The Motley Fool
December 2, 2004
Bill Mann
Jeopardy! Gives Block Awesome Branding When Ken Jennings ended his 74-time Jeopardy! winning streak, H&R Block won. Tax preparation isn't likely to be a business that investors would get that excited about -- but the performance and potential at Block suggests that they should. mark for My Articles similar articles
The Motley Fool
March 16, 2011
Cindy Johnson
Profit From Something You Hate There's no escaping taxes; instead, profit from them by investing in H&R Block. mark for My Articles similar articles
Registered Rep.
January 27, 2012
Kristen French
Due Diligence: FINRA's Merrill Fine is a Tap on the Wrist This week, FINRA fined Merrill Lynch $1 million for making it hard for former brokers of the firm to fight back in bonus disputes. mark for My Articles similar articles
The Motley Fool
August 23, 2011
Zeeshan Siddique
Volume Growth Fails to Elevate H&R Block H&R's profits adversely impacted by regulations stopping tax-refund loans. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
February 2, 2006
Kristen French
Brokers Learning to Play by New Rules It's no longer business as usual on Wall Street. Starting yesterday, broker/dealers must follow a new SEC rule that requires them to disclose at certain times that they may not be acting in their clients' best interest. mark for My Articles similar articles
The Motley Fool
March 24, 2008
William Trent
A Tale of Two Turnarounds One of these stocks might be ready to revive. Take a look at retailer Talbots, and tax-preparer H&R Block. mark for My Articles similar articles
The Motley Fool
June 9, 2005
W.D. Crotty
H&R Block Cuts Quite the Figures The tax company finishes the year on a strong note and expects a strong fiscal 2006. mark for My Articles similar articles
PC World
June 28, 2001
Frank Thorsberg
Microsoft Faces New Antitrust Trial Appeals court upholds monopoly finding, but sends case to new judge to consider penalties... mark for My Articles similar articles
Registered Rep.
November 22, 2005
John Churchill
For Merrill and Smith Barney Acquisitions, It's Wait n' See The financial firms' respective purchases would have added hundreds of regional brokers to their retail brokerage units, but many of these departing brokers have decided they don't want to work for a big firm and are finding sweet recruiting deals at smaller shops. mark for My Articles similar articles
Registered Rep.
November 18, 2005
Kristen French
Smith Barney Cuts Pay for Smaller Brokers The new pay scale was announced to brokers internally in October and will take effect in January. mark for My Articles similar articles
The Motley Fool
December 13, 2005
Rich Smith
Battle of the Tax-Prep Earnings Revisions What's with tax advisors these days? They've turned into a bunch of flip-floppers: Intuit thinks ahead, while H&R Block sinks. Investors, take note. mark for My Articles similar articles
Registered Rep.
March 23, 2006
Kristen French
Merrill To Gorman: Quit Poaching Our Reps And BOMs Is James Gorman, the new head of retail at Morgan Stanley, brazenly poaching employees from his old firm, Merrill Lynch? A judge apparently thinks so. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 29, 2006
Halah Touryalai
Merrill Lynch to Pay National Overtime Settlement The financial firm has decided to consolidate the numerous overtime lawsuits that have been filed against the firm and settle nationally with its brokers. mark for My Articles similar articles