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Editorial Results (free)

1. Legacy Building -

2014 is shaping up to be a banner year for Legacy Wealth Management, an independent financial planning and portfolio management firm that’s moved into a prominent new space, continued staffing up over the last several months and is preparing to launch a seminar series.

2. Methodist University Hospital Names Liebman New CEO -

Jeff Liebman has joined Methodist University Hospital as chief executive officer. In his new role, Liebman said, he will ensure the hospital continues to be a community resource providing the highest possible quality of care to the community while following the guidelines of the Methodist LeBonheur mission.

3. Sector Capital Management Independent Again -

Three years after its acquisition by Argent Financial Group, Memphis-based Sector Capital Management is an independent company again.

Sector CEO Reed Walters led the negotiations to buy back the wealth management firm in the wake of Louisiana-based Argent going on something of an acquisition spree in recent years. Sector also has relocated from Argent’s office at The Crescent Center to the Atrium I building at 6800 Poplar Ave.

4. Wunderlich Caps 2013 With Big Investment -

In October, Wunderlich Securities Inc. CEO Gary Wunderlich traveled to Washington to testify in front of a congressional panel about promoting capital formation and job creation on behalf of the Securities Industry and Financial Markets Association.

5. Raymond James Boosts Local Community Efforts -

A new website and a significant sponsorship are two of the latest ways Raymond James Inc. is demonstrating its commitment to Memphis.

6. Henneberger Joins First State Bank Small-Business Lending Division -

Sean Henneberger has joined First State Bank’s small-business lending division as vice president/business development officer in the Memphis market. In his new role, Henneberger will help small businesses pursue loans through the U.S. Small Business Administration and U.S. Department of Agriculture Business and Industry Guaranteed Loan Program.

7. ‘One-Stop Shop’ -

A few Memphis-area community banks are starting to add investment services to their mix of offerings.

They include Magna Bank, which now is working with Cary Allen, a representative of independent investment securities firm LPL Financial Services.

8. Magna Bank Adds Investment Services -

Magna Bank has added investment services to its mix of offerings available for customers.

The bank now is working with Cary Allen, a representative of independent investment securities firm LPL Financial Services. Allen will be based in Magna’s Quail Hollow branch at 6525 Quail Hollow Road, but he’ll be available to meet with customers at any of Magna’s other branches if they need.

9. Argent Financial Sees Growth in Memphis, Beyond -

Argent Financial Group hasn’t let its foot off the gas since arriving in Memphis.

The Louisiana-based wealth management firm, which is now responsible for more than $5.5 billion in client assets, has continued to expand both in Memphis and beyond.

10. Stephenson to Keynote Women & Business Seminar -

Susan Stephenson, CEO and co-founder of Independent Bank, has enjoyed a long and successful career in banking.

11. Argent Financial, Highland Capital Merging -

Memphis-based Highland Capital Management LLC and Louisiana-based Argent Financial Group, which entered the Memphis market a few years ago, are merging.

12. Slow, Steady Growth Suits Summit Asset Management -

For Summit Asset Management LLC, steady organic growth over the past 20 years has been spurred by building strong local relationships.

13. Argent Opens Trust Office in Nashville -

It’s been a few years now since Louisiana-based Argent Financial Group, a diversified financial services company responsible for more than $3 billion in client assets, arrived in Memphis.

Since then, Argent has solidified its ties to the city. Now, it’s grown beyond Memphis deeper into the state.

14. Diversified Trust Promotes Smithwick -

Diversified Trust, a Memphis-based comprehensive wealth management firm, has a new managing principal of its Memphis office.

Robert “Robin” Smithwick III assumed the role effective Jan. 1. He’s taking the role previously held by Samuel Graham, who became the firm’s CEO in 2011.

15. Shelby Co. Mortgages Fall 8 Pct. -

It’s still very much a buyer’s market for prospective homebuyers in Shelby County – there’s just not enough of those buyers.

Banks and mortgage lenders made 6,866 purchase mortgages in Shelby County during 2011. That total for the year was down 8 percent from the 7,491 mortgages during 2010, according to the latest data from real estate information company Chandler Reports, www.chandlerreports.com. (Data for this report included purchase mortgages only, not refinances.)

16. Economists: Obama's Policies 'Fair' or 'Poor' -

WASHINGTON (AP) – President Barack Obama gets mediocre marks for his handling of the U.S. economy, and Mitt Romney easily outpolls his Republican rivals in an Associated Press survey of economists.

17. Industry Growth -

The local banking and finance industries have proven to be a temporary boon of late to a group of people hit hard by contractions in banking and housing: architects and construction workers.

At the moment, a handful of new branches or office locations are either in some phase of construction or are preparing to open for companies that include Independent Bank, Evolve Bank & Trust, Metropolitan Bank, Iberiabank and Shoemaker Financial.

18. Schools Get Fresh Start With New Board -

The separate Memphis City Schools and Shelby County Schools boards are no more when the end of September rolls over into October.

And the 23 members of the countywide Shelby County Schools board take the oath of office Monday, Oct. 3 at the MCS auditorium.

19. Hot Commodity -

Standing on a sidewalk that faces Germantown Parkway, across from the entrance to Bellevue Baptist Church, a man wears a gold-colored track suit and backwards cap while waving an oversized sign in the shape of an arrow that announces to passing motorists, “We Buy Gold. Highest prices paid.”

20. Turley Joins Red Door As Director of Client Relations -

Gretchen Gassner Turley has joined Red Door Wealth Management as director of client relations, a newly created position.

Hometown: Memphis

Education: Bachelor of Arts in psychology, Rhodes College

21. LifeQuest Celebrates Success -

Wednesday, I got to be the luncheon speaker at LifeQuest of Arkansas. I couldn’t wait to hear what I had to say. One of my planned lines: “Happy birthday to you!”

My goal was to educate, enlighten and entertain on the topic of cruciverbalism, a.k.a. crossword puzzling.

22. Manis Joins Kelman-Lazarov -

Howard Manis has joined wealth management and financial planning firm Kelman-Lazarov Inc. as an independent contractor to support the firm’s clients’ insurance needs and to provide investment advisory services.

23. Artists Seek Breakout Hit at Marathon Session -

Spending two days in a room with strangers may sound like existential drama to some people.

But more than 20 Memphis musicians will do just that as they participate this weekend in the Memphis Music Launch, a 48-hour marathon production session hosted by the Memphis Music Foundation.

24. New CFO Latest Sign Of Growth At Evolve -

Memphis-based Evolve Financial Group has brought a new chief financial officer on board.

Howard Lasley, who has more than 30 years’ experience in financial services and has worked in the banking, thrift, investment and mortgage banking spheres, has joined a company with three primary business divisions, 220 employees at year-end, 22 mortgage offices and five full-service bank branches in Arkansas and Tennessee.

25. Argent Financial Acquires Sector Capital Management -

Argent Financial Group, one of the region’s oldest full-service independent trust and financial service companies, has acquired Sector Capital Management LLC of Memphis.

26. Pickler Named Among Top Wealth Advisers -

David Pickler, president and chief executive officer of Pickler Wealth Advisors, has been named the top financial adviser in West Tennessee and among the top 1,000 financial advisers in the United States in the Feb. 19 issue of Barron’s.

27. ‘Big 3’ Reflect Local Banking Scene -

One of the most famous aphorisms about politics is that all of it is local. Bankers and other inhabitants of the finance world know the same often goes for them too.

In the run-up to the recession, financial services firms like Citigroup and Bank of America raced to gobble each other up and built sprawling financial supermarkets.

28. Record Gains for US Poverty With Elections Looming -

WASHINGTON (AP) – The number of people in the U.S. who are in poverty is on track for a record increase on President Barack Obama's watch, with the ranks of working-age poor approaching 1960s levels that led to the national war on poverty.

29. Louisiana’s Argent Establishes Memphis Office -

Louisiana-based Argent Financial Group, a diversified financial services company with $2 billion in client assets, has opened an office in Memphis.

Argent, which operates one of the region’s oldest full-service independent trust companies, recently acquired Memphis-based Investment Counsel and Trust Co. Argent then hired several financial professionals from Regions Morgan Keegan Trust.

30. Unexpected Drop in Jobless Rate Sparks Optimism -

WASHINGTON (AP) – A surprising drop in the unemployment rate and far fewer job losses last month cheered investors Friday and raised hopes for a sustained economic recovery.

The rate unexpectedly fell to 10 percent, from 10.2 percent in October, as employers cut the fewest number of jobs since the recession began. The government also said 159,000 fewer jobs were lost in September and October than first reported.

31. Construction Specifications Institute Elects Davidson President of Memphis Chapter -

Pam Davidson has been elected president of the Memphis chapter of the Construction Specifications Institute. Davidson will serve as the third female president in the organization’s 50-year history.

32. SunTrust Exec’s Consulting Role Follows Other Leadership Changes -

William R. Reed Jr., vice chairman of Atlanta-based SunTrust Banks Inc., will retire at the end of August to work as a consultant for the bank with a focus on Memphis.

Reed has entered into a contract with the bank under which he’ll be paid $502,000 over the next two years. He’ll get office space in Memphis and will be expected to promote “the business interests of SunTrust and its affiliates both at the corporate level and, in particular, in the Memphis, Tenn., market,” according to SunTrust.

33. Best Lawyers to Honor Ogletree Deakins’ Lewis -

Best Lawyers in America will honor Fred Lewis of Ogletree, Deakins, Nash, Smoak & Stewart PC during its 25th anniversary event in Atlanta April 23-25.

34. BofA Shareholder Looks to Oust CEO From Board -

NEW YORK (AP) - A group that owns Bank of America stock is waging a battle to get shareholders to vote against re-electing CEO Ken Lewis and two others to the bank's board of directors.

35. Citigroup CFO to Become Citi Holdings Chairman -

Citigroup Inc. announced Friday that it tapped Chief Financial Officer Gary Crittenden to become chairman of the unit in charge of its riskier assets and tougher-to-manage ventures, the latest move in a massive management reshuffling at the struggling bank.

36. BofA's CEO Lewis Subpoenaed by Cuomo -

CHARLOTTE, N.C. (AP) - Bank of America Corp. Chief Executive Ken Lewis has received a subpoena from the New York state attorney general's office in connection with Merrill Lynch's payment of employee bonuses before the companies combined on Jan. 1.

37. Taube Named Partner At Adams and Reese -

Emily Campbell Taube has been named a partner at Adams and Reese LLP. Taube is a member of the Litigation Practice Group and focuses on the areas of commercial litigation, employment litigation, product liability and estate and trust litigation.

38. Thain Resigns from Bank of America -

NEW YORK (AP) - Wall Street bonuses, a sore point as the government gives billions of dollars in bailout money to the financial industry, have apparently cost former Merrill Lynch & Co. CEO John Thain his new job at Bank of America Corp.

39. Goldman Sachs Posts First Loss Since Going Public -

NEW YORK (AP) - Goldman Sachs Group Inc. on Tuesday reported its first quarterly loss since it went public in 1999, losing $2.29 billion during its fiscal fourth quarter.

40. Hottel Appointed Dean At UT College of Dentistry -

Dr. Timothy L. Hottel has been appointed dean for the University of Tennessee College of Dentistry.

Hottel currently serves as executive associate dean and chief financial officer, associate dean for academic and financial affairs, division chief for primary care, professor in the Department of Prosthodontics, and interim chair of the Department of Cariology and Restorative Dentistry at Nova Southeastern University in Ford Lauderdale, Fla.

41. Stocks Tumble After Government Bailout of AIG -

NEW YORK (AP) - Wall Street plunged again in a crisis of confidence Wednesday as anxieties about the financial system still ran high after the government's bailout of insurer American International Group Inc. The Dow Jones industrial average dropped about 340 points, and investors seeking the safety of hard assets and government debt sent gold, oil and short-term Treasurys soaring.

42. Noonan & Assocs. Triples Services -

With only one person on the payroll, it wasn't too difficult for the Germantown-based consulting firm of Gregory A. Noonan & Associates Inc. to triple in size.

But company founder, president and sole employee Greg Noonan figured the addition of two more minds helping solve the problems of financial institutions was crucial for future success, so he formed an alliance with independent consultants Kimber Salim of Memphis and Ann Sharber of Dallas.

43. Community Readies for Bankruptcy Act -

With the effective date of new bankruptcy legislation around the corner, community agencies that work with consumers struggling with debt are stepping up their efforts to address debt management and financial empowerment.

44. Archived Article: Lead - By Andy Meek

Baptist, RISE Alliance to Benefit Uptown

Partnership furthers efforts to help low-income buyers

ANDY MEEK

The Daily News

The RISE Foundation has found an unexpected ally in its effort to help public housing residents affo...

45. Archived Article: Newsmakers - Joseph Lee Makes Appointments to Management Team

AutoZone Announces Organizational Changes

AutoZone Inc. hired Jim Shea to the position of executive vice president, merchandising and marketing. Shea most recently worked for Party City. In addi...

46. Archived Article: Tech Focus - Morgan Keegan signs on netDecide Morgan Keegan decides on Net financial planning tool By SUE PEASE The Daily News Investment firm, Morgan Keegan and Co., began using a new computer-based tool this week designed to help its financial planners and adv...

47. Archived Article: Marketplace - By SUZANNE THOMPSON Hopping on an ESOP Companies use employee stock ownership plans to give executives an exit strategy and to offer employees incentives to build the company By SUZANNE THOMPSON The Daily News When a shareholder at EnSafe Inc. decid...

48. Archived Article: Comm Focus - By SUZANNE THOMPSON Making sense of money Independent financial representative gives workshop in high schools to help youth become wealth wise By SUZANNE THOMPSON The Daily News The resounding eternal phrase parents use in talking to teens about mon...

49. Archived Article: Small Bus Tip - 12/7 jts small bus. tip Good financial planning, investment help firms grow By JAMES SNYDER The Daily News Small and expanding businesses probably have a greater need for a good financial plan than their owners realize, according to Memphis area fin...