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'Bachelorette' bait to include Baltimorean Brian Jarosinski
The Baltimore SunCould "The Bachelorette" go for a Bawlamer boy? Could be... When the ABC show has its season premiere Monday, May 27, one of the contenders for the hand of bachelorette Desiree Hartsock will be introduced as Brian, a 29-year-old financial adviser from...Tags: College Baseball, MetLife Incorporated, The Bachelorette (tv program), Television Industry, Baseball
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ON THE MOVE-UBS hires Merrill private wealth team in Florida
ReutersBy Ashley Lau May 13 (Reuters) - UBS AG's Wealth Management Americas said it has hired two veteran private wealth advisers and their team from Bank of America Corp's Merrill Lynch in Florida to join UBS's Fort Lauderdale office. The Parker-Harrigan...Tags: UBS AG, Melbourne, Personal Income, Fort Lauderdale, Morgan Stanley Dean Witter & Company
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PRESS DIGEST-Australian Business News - May 14
ReutersCompiled for Reuters by Media Monitors. Reuters has not verified these stories and does not vouch for their accuracy. THE AUSTRALIAN FINANCIAL REVIEW (www.afr.com) Glencore Xstrata will not proceed with the development of its Balaclava Island Coal...Tags: Auto Trends, Property, Goldman Sachs Group, Inc., Science and Technology, Foreign Exchange Market
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State to sell off some of its $1 billion in unclaimed property
TALLAHASSEE — In a small room in a downtown Tallahassee office building sit mounds of treasure — some of it worth thousands of dollars and some nothing more than its place in someone's memories. There are diamond necklaces and brooches....
Tags: Auction Service, Jeffrey Atwater, Mutual Funds, Economy, Business and Finance, Fort Lauderdale
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U.S. SEC official to leave agency for Prudential
ReutersWASHINGTON, May 9 (Reuters) - A top official at the U.S. Securities and Exchange Commission is leaving the agency to become chief compliance officer of Prudential Financial Inc's mutual fund arm, the SEC and Prudential announced on Thursday. Bruce...Tags: Mutual Funds, Economy, Business and Finance, U.S. Securities and Exchange Commission, Finance, Prudential Financial Incorporated
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Advisory firm Sontag stops taking fees from Schwab and Fidelity
ReutersNEW YORK (Reuters) - Sontag Advisory, which oversees $3.6 billion of investments for wealthy families and individuals, has reversed its policy of accepting payments from Charles Schwab Corp and Fidelity Investments for recommending the brokerage firms...Tags: Mutual Funds, Economy, Business and Finance, Charles Schwab, Finance, Investments
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Check rules for keeping adviser, staying in 401(k)
Q: I have a financial adviser who helps me manage my finances and 401(k)'s. I'm retiring and want to leave my 401(k) with my company but still would like my adviser to help manage it. He says he would no longer be able to because I would no longer be...Tags: Economy, Business and Finance, Finance, Financial Planning, Career and Workplace, 401K
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Should you write a book?
ReutersNEW YORK (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation of authorship, but at...Tags: Book, Finance, Marketing, Financial Planning, Sony Corp.
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YOUR PRACTICE-Should you write a book?
ReutersBy Chelsea Emery NEW YORK, May 8 (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation...Tags: Book, Finance, Marketing, Financial Planning, Sony Corp.
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Stern Advice: A tax strategy for all seasons
ReutersBy Linda Stern WASHINGTON, May 8 (Reuters) - Just when you may have thought that federal tax policy was set - that January's "fiscal cliff" deal meant you could go about your financial life with multi-year certainty - Washington is again talking of...Tags: Max Baucus, Human Interest, U.S. Congress, Energy Saving, Charles Schwab
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Which road to take: Annuity or lump sum?
Q: I plan to retire by May and have a payment option on my pension plan. I can take a lump sum of $93,000, or an annuity of $602 per month with no inflation adjustment. I'm 67 and in relatively good health. My parents both lived through their late 80s. I'...Tags: Interior Policy, Pension and Welfare, Retirement, Career and Workplace, Inflation and Deflation
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Merrill Wealth rehires Chhabra as chief investment officer
ReutersBy Jed Horowitz NEW YORK, May 6 (Reuters) - Merrill Lynch Wealth Management on Monday said it has hired Ashvin Chhabra as chief investment officer and head of investment management, overseeing about 150 strategists who design portfolios for wealthy...Tags: Economy, Business and Finance, Finance, Investment Service, Banking, Bank of America Corp.
May 14, 2013
|Story| Baltimore Sun
May 13, 2013
|Story| Reuters
May 13, 2013
|Story| Reuters
May 13, 2013
|Story| South Florida Sun-Sentinel
May 9, 2013
|Story| Reuters
May 9, 2013
|Story| Reuters
May 10, 2013
|Story| Chicago Tribune
May 8, 2013
|Story| Reuters
May 8, 2013
|Story| Reuters
May 8, 2013
|Story| Reuters
Apr 26, 2013
|Story| Chicago Tribune
May 6, 2013
|Story| Reuters
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