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Retirement investors may opt for whole life insurance, which offers tax-deferred growth on premiums, or a home, which they can sell with up to $250,000 (or $500,000 for couples) in capital gains tax exclusion.

The move marks the second wirehouse poach for the firm in as many months.

Andy Breen is SVP, digital, for Argo Group, a commercial insurer. He has more than 20 years of experience developing and growing products and services for companies of all sizes in the mobile, enterprise, e-commerce, media and education sectors.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The nation’s largest independent broker-dealer has had a net loss of 121 advisors this year, mostly to three major OSJs.

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

Staufacker is director of health management at Emory University. He has authored numerous articles on workplace well-being programs and speaks often at industry events