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Mary Pigatti is the CEO of Retrofit, Inc., a provider of corporate weight-management programs.
March 10
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Each type of account has its strengths so clients who can contribute to both will make the most of the benefits; plus, the advantages of downsizing.
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Yesenia Garcia Perez is an associate and litigation lawyer with Foley & Lardner LLP and a member of the firm’s Business Litigation & Dispute Resolution and Labor & Employment Practices.
March 10
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A veteran who worked as broker and recruiter for 20 years joined Securities Americas branch office development recruiting team.
March 10
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Estimated dividends from emerging energy companies fell more than 12% since the end of last year, according to Bloomberg.
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In a 2010 interview with Bloomberg News, Gutfreund said he didn't have many regrets in life. "If I should have been a saint, I would have been," he said.
March 10
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Singer, CFP, is the author of three books, a frequent public speaker and the creator of The Financial Literacy Toolbox, a virtual resource center to help financial advisors, wellness providers and institutional retirement services firms change the conversation about financial wellness. To receive a free copy of Mark’s newest book “The New Financial Wellness: Changing the Conversation” please contact him at mark@financialliteracytoolbox.com, or go to his website at
www.financialliteracytoolbox.com .March 10 -
One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.
March 10
Wealth Logic
