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The firm has picked up a 26-year industry veteran to help grow its practice in Florida.
February 4 -
In 2010, pre-retirees had $6.1 trillion in investable retirement assets. Retirees had $5.9 trillion. By 2020, thats expected to swell to $10.2 trillion and $11.4 trillion, respectively, according to LIMRA.
February 4 -
Luke Palacio will join Citi Private Bank as managing director and regional market manager for the South East region on March 18. He will look to expand the firms presence throughout South Florida beyond Miami, Boca Raton and Palm Beach.
February 4 -
For Wells Fargo Advisors Financial Network, offering financial advisors more choice in terms of how they want to practice helped propel the business to a record year in recruiting in 2012.
February 4 -
The Naples office of The Private Client Reserve is expanding its services, adding new advisors and relocating to a larger office space in the upscale neighborhood of Mercato.
February 4 -
Not in Fairholme's in-crowd? Investors have one month before it's too little, too late.
February 4 -
Excelsior, MN-based LoCorr Fund Management is looking to add another alternative mutual fund to its lineup.
February 4 -
iShares is prepping an active exchange-traded bond fund to launch within the next two months.
February 4 -
American Century has hired an army veteran as its newest vice president.
February 4 -
BlackRock the worlds biggest money manager, is accused in a lawsuit by two pension funds of reaping grossly excessive compensation from securities- lending returns associated with iShares.
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