Shareholder | Page 7 of 7

Morning roundup: Merrill losses hidden & Morgan knew of risk

We’re committed to keeping you and your clients up-to-date with global industry news. Every morning, we offer articles from around the web. Here are some selections: Merrill losses hidden from BofA shareholders Shareholders who were asked to approve Bank of America’s 2008 purchase of Merrill Lynch weren’t told about massive losses at the investment firm […]

By Staff |June 4, 2012

2 min read

Industry

Inside covered calls

If you're looking to mitigate the impact of volatility on client portfolios without increasing risk, a covered-call option may offer downside protection if used properly.

By Lisa MacColl |March 22, 2012

7 min read

Tax News

Shareholder agreements explained

A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company shareholders.

By Francois Bernier |October 19, 2011

7 min read