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Scottrade adds Portfolio Director software to its Advisor Services platform

//12-11-2008
Easy-to-use, customizable portfolio management tools are now available through Scottrade Advisor Services, a division of Scottrade dedicated to supporting registered investment advisors

Merrill Lynch Statement on 2008 Executive Compensation

//12-10-2008
At today's scheduled Merrill Lynch & Co. Inc., (NYSE: MER) board meeting John A. Thain, chairman and CEO, requested that he receive no bonus for 2008. Each of the four executive officers of Merrill Lynch, President and COO Greg Fleming, Chief Financial Officer Nelson Chai, President of Global Wealth Management Robert McCann, and General Counsel Rosemary Berkery requested that they also receive no bonus for 2008

Schwab Bank Announces New Credit Card That Makes It Easy to Save and Invest

//12-10-2008
Unlimited 2% Cash Back on Purchases, no Annual Fees, no Foreign Exchange Fees, or Minimum Purchase Requirements

Morgan Stanley Schedules Quarterly Investor Conference Call

//12-10-2008
Morgan Stanley (NYSE: MS) will hold its fourth quarter investor conference call hosted by Colm Kelleher, Executive Vice President and Chief Financial Officer, on Wednesday, December 17, 2008 at 11:00 am Eastern time.

Scottrade's Joe Tocco Named One of Top IT Leaders by Computerworld

//12-10-2008
Tocco recognized for organizational leadership as one of Computerworld’s 2009 Premier 100 IT Leaders

“Client-First” Philosophy Continues to Guide Online Broker TradeKing™ on Firm’s Third Anniversary

//12-09-2008
Record Numbers of Clients Turn to TradeKing in 2008, as New Wave of Investors Choose to Take Control of Their Own Trading & Capitalize on Market Opportunities

Merrill Lynch Statement on 2008 Executive Compensation

//12-09-2008
At today's scheduled Merrill Lynch & Co. Inc., (NYSE: MER) board meeting John A. Thain, chairman and CEO, requested that he receive no bonus for 2008. Each of the four executive officers of Merrill Lynch, President and COO Greg Fleming, Chief Financial Officer Nelson Chai, President of Global Wealth Management Robert McCann, and General Counsel Rosemary Berkery requested that they also receive no bonus for 2008. Mr. Thain and the other executive officers believe this is the appropriate recommendation to the board for the Merrill Lynch shareholders and Merrill Lynch employees given current economic and market conditions.

Schwab Bank Announces New Credit Card That Makes It Easy to Save and Invest

//12-09-2008
Unlimited 2% Cash Back on Purchases, no Annual Fees, no Foreign Exchange Fees, or Minimum Purchase Requirements

T. ROWE PRICE INTRODUCES TWO NEW GLOBAL STRATEGIES

//12-09-2008
T. Rowe Price (NASDAQ-GS: TROW) has expanded its global investment opportunities by launching the Global Large-Cap and Global Real Estate strategies. Individual and institutional investors can invest in the strategies through a retail fund and institutional strategy. Additionally, Advisor Class shares are available through financial intermediaries.

optionsXpress Announces Dividend

//12-09-2008
optionsXpress Holdings, Inc. (NasdaqGS:OXPS) today announced that its Board of Directors has authorized a cash dividend of $0.08 per share on the Company's outstanding shares of common stock. The dividend is payable on December 30, 2008 to the shareholders of record as of December 19, 2008.

Merrill shareholders lament end

//12-06-2008
In a scene that resembled an Irish wake more than a shareholder meeting, stockholders of Merrill Lynch voted yesterday to approve the firm's acquisition by Bank of America.

Scottrade Expands in the Twin Cities with new Branch Office in Blaine, Minn.

//12-05-2008
Online investment firm enters North Metro Minneapolis-St. Paul with seventh area location

Fidelity Charitable Gift Fund Offers Unique Holiday Giving Idea Gift4Giving Allows Friends And Family To Experience Philanthropy

//12-05-2008
In the spirit of the season of giving, the Fidelity® Charitable Gift Fund is pleased to announce the availability of Gift4Givingsm, a special eGift that allows recipients to support one or more charities of their choice

Schwab Teams up with Foundation Communities to Help Working Poor Improve Financial Well-Being

//12-05-2008
With rising grocery bills and energy costs, making ends meet has become even harder for many. In these tough economic times, struggling families are looking for solutions, while others are looking for ways to help. With generous support from Charles Schwab Foundation, local nonprofit Foundation Communities is expanding financial services to help Central Texas working families weather the daunting economic climate.

Chicago Parking Meters, LLC Selected as Winning Bidder for the Chicago Metered Parking System

//12-05-2008
Morgan Stanley announced today that Chicago Parking Meters, LLC, a consortium led by its infrastructure investment group that is part of the Firm's Investment Management Division, has been selected by the City of Chicago as the winning bidder for the 75-year concession of the Chicago Metered Parking System ("the System" or "metered parking system"). Chicago Parking Meters, LLC submitted a bid of $1.15 billion for the metered parking system. LAZ Parking ("LAZ") will be responsible for the operation of the System.

Scottrade Opens Local Online Investing Branch in Lincoln, Neb.

//12-03-2008
Online investment firm’s first Lincoln location will provide personal customer service, support

Morgan Stanley Appoints Kate Richdale CEO for Southeast Asia

//12-03-2008
Morgan Stanley (NYSE: MS) announced the appointment of Kate Richdale as the Firm's Chief Executive Officer for Southeast Asia. Ms. Richdale will be based in Singapore and will also serve as Head of Investment Banking for Southeast Asia. Ronald Ong, the current CEO of Southeast Asia, will now become Chairman, replacing Greg Terry who will become a Senior Advisor to the Firm in the region.

Internet banking at Goldman Sachs (GS)

//12-03-2008
It would be pretty nifty to bank online with Goldman Sachs (NYSE: GS). It is the world's premier investment bank, although it has converted itself to a commercial bank to get government funding.

Scottrade celebrates first South Dakota Branch Office with Grand Opening Ceremony

//12-02-2008
Sioux Falls, S.D. – Dec. 2, 2008 – Scottrade, a leading branch-supported online investment firm, is celebrating the grand opening of its first branch office in South Dakota. A ribbon-cutting ceremony and informational seminar will be held today at Scottrade’s Sioux Falls branch office, located at 5019 S. Western Ave. in the Bridges at 57th retail center at 4:30 p.m.

Schwab Charitable Named California’s Largest Fundraising Charity and Among the Nation’s Top Ten

//12-02-2008
Schwab Charitable, one of the country’s largest and fastest growing national donor-advised funds with 12,000 donors and nearly $2 billion in assets, announced today that is has been ranked California’s largest fundraising charity—and the ninth largest in the country—by the Chronicle of Philanthropy in its annual “Philanthropy 400” listing of charities that raise the most from private sources.1

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