According to an article on IFAwebnews.com, many investors are opting for EFTs and bypassing the traditional financial advisor relationship.

Besides Charles Schwab mentioned in the article, Legg Mason filed an applicaion …  Read →

Citigroup’s Smith Barney, which three years ago merged much of Baltimore-based Legg Mason into its operation, sold control of the company to Morgan Stanley for $2.7 billion, according to the Baltimore …  Read →