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Luis Rojas is vice president of product management for cyber fraud and risk management at Bottomline Technologies.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.

Murray, J.D., is a compliance consultant with Alliant Employee Benefits.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

Eric Arthrell is a manager at Doblin, Deloitte Consulting’s human-centred design innovation practice. When he’s not helping big banks withstand the storm of disruptive fintechs at work, he’s at home writing his thoughts on evolving maleness at matemodern.com. He lives in Toronto with his wife, Erin, and dog, Henry

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.