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Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

The exit wasn’t due to any “one thing,” Tim Hockey said.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

The declining headcount comes even as the firm pulls in several big hires.

Kevin Kelly is a Security Expert with the Fraud Prevention Division of Kaspersky Lab.� Utilizing Kaspersky Lab’s cutting-edge research into mobile security threats and Kevin’s experience of more than two decades in banking, he helps organizations fit new layers of security into existing framework to maximize ROI while taking advantage of new technology changes.�Prior to Kaspersky Lab, Kevin worked for several global banks as well as other respected vendors in the Banking IT Security market.� He holds a Bachelor of Science in Economics from the University of Buffalo and currently resides in New Jersey.

As president and chief growth officer, Mike Lisa oversees account management, sales, marketing and business development for Corporate Synergies, a national benefits practice leader. He is a 25-year employee benefits and insurance industry veteran with expertise in assembling best-in-class teams, maximizing operational results and enhancing the client’s overall experience.

Jim Perry is the director of enterprise performance management (EPM) practice strategy at Infor, a provider of business applications specialized by industry and built for the cloud. With over a dozen years of experience in strategy and corporate finance, Perry has lectured extensively on best practices in financial planning and analysis and business intelligence. He holds an MBA in Finance from Rutgers Business School, and is a registered Six-Sigma Black Belt.

With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.

Contribution limits in a Roth IRA could shrink for couples after marriage.