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The Motley Fool
January 8, 2008
Rich Duprey |
It's All Greek to Me For all the share-price moving and shaking that the game of buy-sell-hold upgrading and downgrading creates, do we really even know what the analysts are saying?   |
Registered Rep.
April 1, 2008
Christina Mucciolo |
Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth. |
Registered Rep.
March 3, 2008
Christina Mucciolo |
Krawcheck Says Advisors Not Forced Into Wealth Silos: UPDATE Citigroup's reorganization of its private bank and Global Wealth Management division, announced Tuesday, will absolutely not force advisors into silos based on client wealth. |
Registered Rep.
March 7, 2011
Jerry Gleeson |
Morgan Stanley May Drop "Smith Barney" From Name Will the Smith Barney name go the way of A.G. Edwards, Bear Stearns, and other brokerages whose historic identities were sublimated following acquisitions by larger firms? |
Registered Rep.
April 18, 2007
Halah Touryalai |
Chuck Prince: Smith Barney Goin' Nowhere Citigroup's CEO has been at the center of company news recently with his plans to cut costs including last week's announcement of about 17,000 job cuts. That cut may affect over 100 Smith Barney employees and about 30 advisors. |
Registered Rep.
April 29, 2008 |
Citi Hedge Fund Blow Up Hurts Clients--And Sends Advisors Packing While Smith Barney tries its darnedest to hold on to the money of its wealthy clients, it's also having a hard time keeping some of its best brokers. |
Registered Rep.
November 1, 2006
Angela Covo |
Skirts Vs. Smith Barney Less than 10 years after they settled the infamous "boom-boom room" case, Smith Barney is being sued for gender discrimination again. |
Registered Rep.
September 1, 2004 |
Comings & Goings Smith Barney has promoted Bob Matthews to director of wealth management ... Independent Dallas-based True North Advisors has added Brett Anderson to its team... etc. |
Registered Rep.
May 7, 2007
Christina Mucciolo |
Smith Barney Closes a Few Offices, Prepares to Consolidate Others The firm prepares to consolidate as part of a larger cost-cutting program in the works at parent Citigroup. |
U.S. Banker
February 2002 |
What if Bank One Bought Bear Stearns? Sean Ryan, the former Bear Stearns bank stock analyst who now is an analyst at Fulcrum Global Partners, a securities brokerage firm, is reporting rumors that Bank One is considering buying Bear Stearns. This rumor probably is as baseless as most, but the idea may not be a bad one... |
On Wall Street
March 1, 2010
Bill Willis |
The Financial Supermarket Is Back In Style This is a strategy whose time has come, and the outlook for a one-stop shop appears bright. |
Registered Rep.
May 29, 2007
Kevin Burke |
Smith Barney's Krawcheck to Smooth Out Comp. Plan The brokerage giant's top executive is set to tweak the firm's compensation plan in an attempt to address financial advisors' repeated complaints over pay complexities and claims of unfairness. |
Registered Rep.
May 1, 2008
Halah Touryalai |
Anywhere But Here No, you didn't want to be a financial advisor at Bear Stearns during the week of March 10. That was the week that news broke about Bear's serious liquidity problems, and the week it had to be bailed out. |
Registered Rep.
April 1, 2008
David Geracioti |
Sallie Krawcheck A conversation with Sally Krawcheck, CEO of Citigroup's Smith Barney unit, about the company's recent reorganization. |
The Motley Fool
September 20, 2007
Matt Koppenheffer |
Bear Stearns: Ouch! Many investors expected it to be a nasty quarter for investment bank Bear Stearns, and a nasty quarter is what they got. |
Registered Rep.
December 1, 2005
Halah Touryalai |
Smith Barney: New Focus On the Horizon While most Smith Barney advisor respondents were generally unimpressed by the acquisition of Legg advisors, it'll be interesting to see if Smith Barney's jettisoning of its asset management group -- and resulting new focus on retail distribution -- will rejuvenate the firm. |
Registered Rep.
September 9, 2002
Rick Weinberg |
Acknowledging Some "Inappropriate Behavior," Sandy Weill Defends Solly Sandy Weill, chairman of Salomon Smith Barney's parent Citigroup, acknowledged that his firm may have engaged in some inappropriate behavior during the bull market and said that Citigroup would have to make "amends" to regain respect. |
Financial Advisor
May 2008 |
Editor's Note Bear Stearns barely had been pronounced dead before the powers that be all started clucking about re-regulating the entire financial services business. |
Registered Rep.
May 1, 2005
John Churchill |
Class-Action Threat Smith Barney is facing a new round of sex-discrimination suits. |
Registered Rep.
January 12, 2009
Halah Touryalai |
Citi Grabs a Lifeline, Morgan Stages a Coup Despite a $45 billion capital injection from the government in 2008, Citi is in dire enough need of capital that it is planning to spin off its retail brokerage operation, Smith Barney, according to reports, in a joint venture with cross-town rival Morgan Stanley |
Registered Rep.
September 27, 2006
Angela Covo |
Women on Wall Street Still Fighting Discrimination Less than 10 years after they settled the infamous "boom-boom room" case, Smith Barney is being sued for discrimination again. The new lawsuit doesn't include sexual-harassment charges, but does address the economics of gender discrimination. |
Investment Advisor
May 2008
Kathleen M. McBride |
What Lurks Beneath There are many registered independent advisors and broker/dealers for whom the Bear Stearns debacle is much more than an academic exercise. |
Registered Rep.
December 1, 2004
David A. Gaffen |
Sallie Krawcheck Has Left the Building In a move that presages future Citigroup plans, Smith Barney CEO Sallie Krawcheck and Citigroup's CFO Todd Thomson have switched offices. |
The Motley Fool
October 24, 2007
Matt Koppenheffer |
Tallying T. Rowe's Earnings Investors, T. Rowe Price announced solid third-quarter results. |
Registered Rep.
March 1, 2007
John Churchill |
Sallie's Back At first glance, this second coming of Sallie Krawcheck probably looks like a cakewalk compared to her first adventure in 2002. But, make no mistake: Smith Barney is not the awesome brokerage it appears to be on paper. |
The Motley Fool
September 18, 2009
Morgan Housel |
Citigroup Hates Its Profitable Assets With Smith Barney divested, shareholders may wonder where profits will come from. |
The Motley Fool
September 19, 2006
Alex Dumortier |
No Hibernating for Bear Stearns The brokers' honeymoon period continues, breaking records with its third-quarter results. But is the stock a buy? |
Real Estate Portfolio
Jul/Aug 2003 |
Strategy Session Real Estate Portfolio was at the Board of Governors luncheon at the 2003 NAREIT Institutional Investor Forum where three top U.S. market strategists discussed the market, the economy, world affairs, and other topics of interest. Here is an excerpt from the ensuing conversation. |
On Wall Street
December 1, 2008
Danny Sarch |
This Is Your Career, So Start Acting Like It Like any labor market, the financial services one comes down to supply and demand, and a number of forces are in line to start pushing values down. |
Registered Rep.
April 17, 2009
Halah Touryalai |
Smith Barney Losing Advisors, Client Assets But while Smith Barney is losing reps, it also appears to be recruiting heavily. |
Registered Rep.
January 14, 2011
Kristen French |
Some MSSB Advisors Upset by Johnston's Departure Morgan Stanley CEO James Gorman announced Thursday that Greg Fleming, head of the firm's asset management business, will replace Charles Johnston as head of wealth management. |
On Wall Street
September 1, 2011
Lorie Konish |
Morgan Stanley Smith Barney's $1 Trillion Target Morgan Stanley Smith Barney focuses on growing its Consulting Group division, where it aims to double the assets in the managed account group to more than $1 trillion within the next five years. |
Financial Planning
April 1, 2011
Temma Ehrenfeld |
Outliving Your Money In a new study, T. Rowe Price draws this lesson from the last dismal decade: Retirees need to cut spending for about three years after bear markets. |
InternetNews
September 4, 2007
Paul Shread |
Yahoo, Apple Pace Market Gains Technology shares led a broad stock market rally on Tuesday, with Yahoo and Apple two of the biggest movers... Research in Motion slipped on a Bear Stearns valuation downgrade... ASE soared on a takeover offer... etc. |
Registered Rep.
February 23, 2007
Kevin Burke |
Disgruntled Smith Barney Brokers Are Voting with Their Feet Sixty-nine brokers left Smith Barney, just ahead of a three-day weekend. Fridays before a long weekend are historically prime times for unhappy brokers to make a clean break, but the large number of brokers taking off on a single day is alarming. |
On Wall Street
January 1, 2011 |
Michael McGrath In 2009, I became head of Alternative Investments for Morgan Stanley Smith Barney. Its joint venture with Smith Barney that same year gave me the opportunity to expand my horizons. |
Registered Rep.
March 16, 2006
John Churchill |
Bear Stearns Fined $250 Million for Securities Fraud The SEC's investigation found that from 1999 through September 2003, the firm provided technology, advice and deceptive devices that helped market timers and late traders evade the firm's own systems as well as those of mutual funds. |
Registered Rep.
October 18, 2007
Halah Touryalai |
At Citi, Profits Are Down; Smith Barney Wins Five Morgan FAs With Nearly $600m AUM; ML Loses Two Citigroups' third-quarter profits are down 57%... over at its Smith Barney unit, Charlie Johnston's team had a pretty good recruiting week... etc. |
Investment Advisor
June 2010 |
The Seed Investors' Hedge Fund Opportunity The next generation of hedge fund managers is much more process-driven and institutionally minded than pre-crisis managers. |
The Motley Fool
August 2, 2007
Matt Koppenheffer |
The Bad News Bear Stearns The pain continues for Bear Stearns. After announcing that two hedge funds had officially filed for bankruptcy, recent reports indicate that now a third is in trouble. |
The Motley Fool
November 21, 2008
Dan Caplinger |
Invest Smarter Without Being a Sucker Market panics are hard. Get the help you need. |
Registered Rep.
May 30, 2003
David A. Gaffen |
The New Smith Barney CEO Sallie Krawcheck was recruited to restore the credibility of Smith Barney and lead the business through its toughest slump in a generation. Krawcheck wants Smith Barney advisors to more than double their average annual production to $1 million. |
The Motley Fool
April 27, 2004
Nathan Slaughter |
T. Rowe Price Impresses The no-load fund complex doubles earnings and attracts record inflows. |
The Motley Fool
March 17, 2009
Morgan Housel |
Bear Stearns: 1 Year Later One year ago today, markets learned that Bear Stearns had gone kaboom, agreeing to be sold to JPMorgan Chase. What have we learned since then? |
BusinessWeek
September 24, 2007
Matthew Goldstein |
Did Bear Stearns Soft-Pedal The Risks? Investors claim they were misled by Bear Stearns hedge funds' sales managers' assurances. |
