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The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.
January 22
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The regional BD started its 2019 recruiting year with a bang.
January 22
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Leigh-Anne Galloway is cybersecurity resilience lead at Positive Technologies.
January 22 -
The division’s chief investment officer and head of multi-asset solutions will take over in the interim as co-heads.
January 22
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Rick Chavez is an Oliver Wyman partner and the Americas head of innovation and digital.
January 22
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Barrie Wilkinson is an Oliver Wyman partner and co-head of digital transformation for Europe, the Middle East and Africa.
January 22
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David Freedman is general manager of LegalZoom LifePlan, a legal and financial employee wellness benefit.
January 22
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Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.
January 22
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The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.
January 22
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The leak affected advisors who do business with the asset manager’s iShares ETF unit.
January 22
