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Fueled by a rebound in trading, especially in fixed income, the company said profit jumped 21% in the fourth quarter.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

Richard Cassidy is senior director of security strategy at Exabeam.

Liz Gilchrist Kelly is director of research for Ernst Information Services (a division of Black Knight).

Troy Baars is president of mortgage hedge advisory firm Vice Capital Markets.

Jane Mason is founder and CEO of Clarifire, based in Tampa, Fla.

The recruits include a father-son duo from UBS.

Tsimona Mersie is a Washington-based principal consultant at the management and technology consultancy Capco.

Sanford Herrick is founder and managing principal Case Real Estate Capital.

David Hrobon is the president and CEO of Wintrust Mortgage, based in Rosemont, Ill.