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Two advisors who left Merrill Lynch for Morgan Stanley have returned to the wirehouse.

Send is senior vice president — participant services at Francis Investment Counsel. Francis Investment Counsel is an SEC-registered investment adviser that delivers investment counseling and personalized employee educational services for its clients.

Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.

Boress is President & CEO of the Midwest Business Group on Health,. He joined the coalition in 1991 and became its president in 2006. Founded in 1980, the Chicago-based MBGH is composed of over 130 self-funded, large, public and private multi-state organizations providing health benefit for over 4 million covered lives. MBGH focuses on enhancing the value of health benefits, increasing the productivity and health of covered populations and enhancing the safety, cost and quality of local health care marketplaces. Prior to MBGH, he spent 17 years at the Illinois State Medical Society.

Rehayem is the director of benefit strategies and engagement for Midwest Business Group on Health. She has successfully led a number of employer research initiatives focused on health management, innovative benefit design strategies and health management approaches and has consulted with a number of employers to assess their business goals and create successful employee engagement initiatives. Margaret has been an integral part of the Private Exchange Evaluation Collaborative that for the last few years has provided an objective view of industry trends and directions in the private exchange marketplace.

Bob Jain, the global head of Credit Suisse Asset Management, will become co-chief investment officer at Millennium Management.

Jeff Brizzolara, PhD, MPH, is Chief Clinical Officer at Viverae® (www.viverae.com), and is responsible for developing and leading clinical and well-being programs. Viverae is a workplace wellness provider that builds healthy cultures for employers with a simple app and configurable programs that manage engagement and incentives. As a full-spectrum provider, its proprietary platform, MyViverae®, manages data collected from biometric screenings, health insurance claims, corporate incentives, and social challenges, creating a holistic and effective path to health.

He has over 21 years of experience in corporate health and wellness. As a thought leader and subject matter expert in the area of total population health management, he has dedicated his academic training and professional endeavors to improving the health status of employees and positively impacting the financial well-being of American businesses. Dr. Brizzolara serves as a member on both the Willis Clinical Advisory Board and SMU Applied Physiology and Enterprise Board, regularly presents at leading health industry conferences, and was named as one of the top 10 Health Promotion Professionals in the nation by WELCOA.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.

Voices: Self-proclaimed market wizards often have records of accuracy that fall far short of the hype that surrounds their reputations. Advisors, beware.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.