Hints and tips:
...The listing arranged by Merrill Lynch valued BlackRock at just under $900m — much lower than expected....
...Lori Heinel, chief investment officer at State Street Global Advisors, admits that the fact her longstanding optimism is now commonplace gives her pause....
...One of them is Lori Van Dusen, who runs the $2.1bn LVW Advisors, part of Focus Financial’s network....
...The high-profile exits of a $5bn group led by Lori Van Dusen from Smith Barney, and a nearly $1bn team of four Merrill Lynch veterans (who formed LLBH Private Wealth Management) were most notable for where...
...“Small-caps are currently the cheapest they’ve been relative to large-caps since the end of the tech bubble,” said Lori Calvasina, a strategist with Credit Suisse....
...Lori Maley, chief financial officer of Bank of Bird-in-Hand, says a big difference now in starting a community bank is regulation....
...Further south, in Peru, DLA Piper acted for Bank of America Merrill Lynch to bring about the country’s first public health infrastructure project to be financed through capital markets....
...“Small-caps are on borrowed time,” said Lori Calvasina, director of small-cap equity strategy at Credit Suisse....
...“It’s a trade that has legs,” says Lori Calvasina, small-cap strategist, who points to their favourable valuations and suspects small- and mid-cap investors are new buyers for beaten-down stocks....
...BlackRock, which is 49.8 per cent owned by Merrill Lynch, manages $1,360bn in assets....
...Lori Calvasina, analyst at Citi, said retail investors had “joined the fray following the release of quarterly 401k statements”....
...This is a rejection of the long-standing approach to excessive fee cases dating from the landmark 1982 case brought by Irving L Gartenberg against Merrill Lynch in which the court stated that a fee could...
...He met his wife, Lori, now a photographer, when he was 17 and she was 15. They have three children, and his eldest, Joshua, runs a hedge fund....
...The commission sent out letters in mid-January to the major Wall Street banks, including Merrill Lynch, Morgan Stanley, UBS and Deutsche Bank....
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