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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool January 15, 2004 Alyce Lomax |
H&R Block Party? With competitive pressure building, H&R's not celebrating yet. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool August 26, 2010 Jordan DiPietro |
Will H&R Block's Dividends Last? Evaluating the sustainability of dividend payments. |
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. |
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. |
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? |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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. |
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. 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. |