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U.S. Banker August 2006 Lee Conrad	Banks Refocus Staff and Mutual Funds Sales Surge Banks are making a fundamental change in the way they sell mutual funds by streamlining the process and unleashing a bigger, less expensive, sales force.
U.S. Banker November 2009 Steve Garmhausen	Changing Course to Speed Growth What does it take to build a top-notch wealth management organization? In the case of PeoplesBank of York, Pa., it took a bold decision to dismantle a successful in-house program and turn its investment sales over to a group of outsiders.
U.S. Banker May 2010 Bonnie McGeer	The Young and the Mobile Sun's mobile banking campaign is helping it reach a new target and foster a tech-savvy image to cater to a younger demographic likely to become long-term customers.
The Motley Fool November 14, 2006 Dan Caplinger	Banker, Broker, or Both? Be careful to figure out which hat your bank's employee is wearing. The key to dealing with bank-based brokers is to know exactly what you're being offered at all times.
Financial Planning June 1, 2013	How the FP50 List Was Compiled The results of Financial Planning's 28th annual survey of independent broker-dealers are based on data provided by 78 participating firms.
The Motley Fool January 14, 2005 Ben McClure	Is Buying Sun a Bright Idea? Whether you love or hate Sun Microsystems depends on your investment style.
Financial Advisor January 2004 Tracey Longo	Reversal Of Fortune Independent brokerage firms experienced a turnaround in 2003.
U.S. Banker August 2008 Anthony Malakian	Despite Annuity Demand Banks Don't Respond Community bankers should take note that they're trailing their bigger brethren when it comes to offering a product rich in fees that consumers increasingly desire in uncertain times: annuities.
Financial Planning May 31, 2006	FP50: The Results The broker-dealer data broken down: Total Revenues... Reps and Production... Products: Commission and Fee-Based... Corporate Staff... etc.
Investment Advisor October 2007 Kathleen M. McBride	A Shot in the Dark When giving advice on investments as full-service reps do, what is that worth as opposed to taking orders for execution as discount brokers do? It has been difficult to analyze whether full-service representatives are getting paid what they are worth, relative to their peers.
The Motley Fool January 25, 2010 Anders Bylund	Cue the Titanic Culture Clash! An internal memo gives us a glimpse into the minds of Sun's leaders -- and it doesn't look good.
Registered Rep. March 1, 2003 Andre Cappon	Okay, Team, Listen Up! Whether some reps like to acknowledge it, the branch office manager is vital to the success of a given branch.
Financial Planning June 1, 2005	FP50: The Results The 50 largest independent financial advisory firms--this year's FP50--in words and graphs.
The Motley Fool June 29, 2005 Tom Taulli	Seeing Beyond Sun In light of the deflation in hardware prices, Sun has recently begun shifting its business toward software. Unfortunately, as usual, Sun is playing catch-up. In the tech world, that's usually a loser's strategy. Investors, take note.
Bank Systems & Technology November 1, 2006 Phil Britt	Study: Channel Preference Is Age-Dependent Though financial services customers as a whole prefer branch banking, there are clear differences in customers' channel preferences based on age, according to a recent American Bankers Association (Washington, D.C.) survey of 1,000 consumers.
InternetNews January 12, 2004 Ryan Naraine	Buffer Overflow Plugged in Sun ONE Web Server Sun releases service pack to fix denial-of-service vulnerability.
Registered Rep. October 1, 2005 Christopher O'Leary	It's in the Bank Wirehouse veterans who have switched to bank brokerages say Wall Street's perception of bank brokerages is stuck in the past, and that the best bank brokerages have become much more competitive in terms of production, assets and compensation.
Financial Planning July 1, 2006 David J. Drucker	Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model.
InternetNews July 15, 2004 Michael Singer	Java Enterprise Destined for Open Source Sun hints that pieces of the company's application server will follow in the footsteps of Solaris and Project Looking Glass.
InternetNews August 29, 2006 Clint Boulton	Sun, StorageTek Services Now One And The Same Sun integrates StorageTek's services teams with its own storage services.
U.S. Banker July 2008 John Adams	Red Carpet Service For the Worried There are plenty of consumers nervous about their financial health these days, who seek a voice of calm and solid advice and banks see this need as an opportunity to build long-term relationships that extend beyond loans and deposits.
AskMen.com Ian Lang	Things Your Bank Doesn't Want You To Know Here are a few insider secrets you should know before opening a bank account.
The Motley Fool January 26, 2006 Steven Mallas	Sun: Avert Your Portfolio's Eyes Buy Sun Microsystems? The former tech star has seen its stock struggle for a long time now, and its most recent quarterly results won't help much.
InternetNews July 22, 2010	Oracle Looks to Calm Sun Customer Concerns A Garter report found that Sun customers aren't happy with the flow of information from the company's new owner. Now Oracle is moving to calm frustrated Sun users.
Registered Rep. August 1, 2005 Janet Arrowood	The Great Insurance Race Given all the benefits that insurance can deliver to both registered reps and clients, an increasing number of reps are deciding it's worth the effort.
InternetNews May 19, 2004 Sean Michael Kerner	Sun Opens Storage to Others The company expands storage device support for its Sun Cluster platform in cooperation with TSANet.
The Motley Fool July 26, 2005 Melanie Hollands	Sun Still Setting Sun's deal with StorageTek isn't the savior that the company and some investors may think.
Registered Rep. August 1, 2006 Kevin Burke	Stay Wachovia's not the first firm to offer multiple affiliation options to its reps -- Raymond James has offered something similar for several years -- but it is the first wirehouse-type brokerage house to do so. Ultimately, the model could serve as a blueprint for the retail advisory business.
InternetNews June 2, 2005 Clint Boulton	Sun to Buy StorageTek Sun Microsystems took great steps to fortify its information lifecycle management strategy by agreeing to acquire Storage Technology for $4.1 billion in cash.
InternetNews February 1, 2005 Clint Boulton	Sun Delivers Grid Utility Service Sun says clients are 'lighting up' its grid to the tune of 10,000 CPUs.
Registered Rep. April 28, 2003 David A. Gaffen	Wachovia's Banking Unit Has New Deal for Reps Wachovia Securities, which offers reps several different affiliation levels, has predictably come up with a recruiting deal that has several different plans reps can choose from. This particular deal is only for those reps applying to work in the bank branches.
Registered Rep. April 12, 2004 Will Leitch	A.G. Edwards Inks Deal With Morningstar A. G. Edwards signs deal with investment research firm Morningstar to integrate its mutual fund research, data and ratings with Edwards' existing infrastructure.
InternetNews January 2, 2004 Susan Kuchinskas	The Open-Sourcing of Cobalt Is Sun's release of code for its defunct Cobalt line a gift to the open source community, or a responsibility-dump?
U.S. Banker December 2001 John Hackett	Branches -- Hot New Delivery Channel With banks in a struggle for customers, branches have become in-the-field artillery. After years of fiddling with newfangled delivery channels, bankers across the nation are rediscovering that branches can be their most powerful weapons...
U.S. Banker April 2007 Spitler & Mattei	Is Your Front-Line Force a Farce? At a time when extraordinary attention is paid to customer acquisition, retention and relationship expansion, front-line sales representatives often are handled as look-alike production components.
InternetNews April 21, 2005 Michael Singer	Sun Ships Refreshed Java Enterprise Sun releases Windows, HP-UX versions of its Java development platform, looking to catch up to IBM's and BEA's market shares.
Financial Planning June 1, 2010 Paul Menchaca	Tale of a Tough Year What the numbers show: a dramatic seven-month stock market rally was not enough to help most of the top 50 broker-dealers counter the aftershocks of the financial crisis.
Bank Technology News July 2009 Michael Sisk	The Future of the Bank Branch Innovative branch design and technology must encourage engagement with employees, not to discourage human interaction.
The Motley Fool February 12, 2008 Dan Caplinger	Where You'll Find the Best Rates As customers have moved to the Internet for financial solutions, banks have paid attention.
U.S. Banker April 2008 Chris Bledsoe	Funds-Transfer Pricing? Just Say No. Is funds-transfer pricing worthwhile?
InternetNews April 3, 2009 Sean Michael Kerner	IBM-Sun Acquisition to Be Announced Today? Talk about a potential acquisition of Sun by IBM has been swirling for the last few weeks and now has hit a new level.
Registered Rep. February 1, 2005 Mindy Diamond	Customize Your Career As a result of broker dissatisfaction with the status quo, the increasing clout of top producers (at some firms) and the need for firms to keep successful reps happy, we're beginning to see quite a bit more flexibility.
InternetNews November 29, 2004 Michael Singer	A Sun Ray in Every Home? Sun Microsystems is preparing a drive to put Sun Ray computers in more homes as part of its expanded desktop vision.
The Motley Fool April 13, 2004 Dan Otter	Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them.
Registered Rep. December 1, 2005 Kevin Burke	Edward Jones: Whistle While You Work According to survey results, financial advisors working at this financial firm seem to be living a charmed life. Here's why.
InternetNews January 27, 2009 Andy Patrizio	Sun Just Misses Profit on Modest Sales Slide Sun Microsystems has been declared dead plenty of times. But its most recent quarter shows the company is very much alive - with some of its products even proving hits.
InternetNews February 8, 2006 David Needle	New Sun Business Unit Targets OEM Deals Sun Microsystems is launching a business unit focused on sales of its hardware and software to other companies which will incorporate the technology into their products for sale.
Entrepreneur December 2005 Kimberly L. McCall	Money Talks Motivate sales reps with the almighty dollar.
Registered Rep. July 24, 2006 John Churchill	Despite Increased Competition, Rep Comp Stays Strong The brokerage industry is an increasingly difficult job market to break into, and an even harder one to stay around in. But for those who succeed, it continues to provide a pretty nice living, according to the SIA's 2005 Production and Earnings Survey.
BusinessWeek May 24, 2004 Gene G. Marcial	Sun's Eclipse Can't Last Forever Sun Microsystems has been an investment disaster for five years, with the stock way down. Most analysts are still quite negative on it.