For veteran ad men nostalgic about the good old days when it was easier to get the attention of consumers and cocktails were thrown back at the office to celebrate a new business win, there’s always “Mad Men.”
Evergreen agreed to pay $40 million to investors who lost money in the fund as part of its settlement with the Securities and Exchange Commission and to hire an independent compliance consultant, who will review its procedures. It is also paying a $1 million fine to Massachusetts securities officials.
Margaret M. Greer “Meg” – Smith Barney Financial Advisor – Waltham, MA
Margaret M. Greer is a Smith Barney Financial Advisor located in Waltham, MA. Margaret M. Greer primarily focuses on Asset Management…
Building Boston’s thorniest construction projects made him rich enough to afford his own island. Now he’s plotting a giant wind farm—an undertaking that could bring Jay Cashman the one thing that’s always eluded him.
It’s not easy peddling financial advice when people are queasy about opening their quarterly retirement account statements.
But Fidelity Investments, seizing on what it views as an opportunity in uncertain times, will introduce a three-pronged financial guidance program in an effort to reassure wary investors buffeted by the turbulent economy, the company said yesterday.
John F. Doorly/John Doorly has been charged with stealing $20 million from the family trust of Frederick Ayer and is looking at 20 years in jail.
Authorities allege that Doorly, the 60-year-old former chief operating officer at Tenens Corp., used his position to steal funds to buy himself, his family and his girlfrends real estate, cars, three airplanes, timeshares and golf club memberships at the Ritz-Carlton Golf Club & Spa in Jupiter, Fla.
A Marblehead investment adviser who allegedly defrauded two of his elderly clients of a combined $750,000 was charged Monday with wire fraud.
Ryan Nestor, 32, formerly was registered with an affiliate of Mass Mutual, according to U.S. Attorney Michael Sullivan’s office, which brought the criminal case. He worked out of a Boston office.