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Morgan Stanley said it hired former hedge fund manager Kay Haigh as global head of emerging markets in London, within its foreign exchange and developing markets business.
February 6 -
Merrill Lynch wants to position its wealth managers to better help their clients navigate the hurdles of old age.
February 5
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Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.
February 5
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Two UBS advisors managing $170 million in assets joined Baird.
February 5 -
The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.
February 5 -
Also, how your client may be skipping certain tax deductions, and how to find possible tax savings due to life changes.
February 5 -
These firms have made advisor-friendly cultures a crucial part of their success in both retaining advisors and recruiting new ones.
February 5
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Two members of the SEC blasted the agency's decision to spare Oppenheimer Holdings from additional sanctions related to a recent settlement, saying regulators were turning a "blind eye" to the investment bank's pattern of misconduct.
February 5
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A proposed cap would impose a $3.4 million ceiling on retirement plans, although details are still scarce; Plus, mortgage debt threatens boomers' retirement.
February 5 -
An SEC fine of a Pennsylvania bank over an accounting matter from more than five years ago raises questions about how long community banks should be on guard about challenges to their conduct during the financial crisis.
February 5
