IAW News
Morgan Stanley Expands International Reach
- Saturday, 16 March 2013
Morgan Stanley has acquired a minority position in Auerbach Grayson, a broker dealer with operations in 130 countries, reports Fox Business.
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Swiss Advisor Discloses Names of Tax Cheats by Mistake
- Saturday, 16 March 2013
U.S. officials have charge 60 people with evading taxes on $184 million in assets after their Swiss banker, Beda Singenberger, mailed a list of the individuals to the wrong recipient, reports the Guardian.
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Advisors Lack Long-Term Business Plans
- Saturday, 16 March 2013
Among respondents to a recent SEI Investment Company survey, 68% of advisors say they have no business succession plans even though the majority of advisors are older than 50 years old, reports 4-traders.com.
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