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By Ellen Uzelac |
May 28, 2013
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
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By Marlene Y. Satter, AdvisorOne |
September 5, 2012
Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.
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By Kenneth Silber, Research |
August 1, 2009
During the winter of 1925, visitors to the new Florida town of Coral Gables were treated to a curious spectacle. There was former Secretary of...
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By Ellen Uzelac |
December 1, 2008
Career Began: 1981 Home Base: Coral Gables, Fla. Civic Affiliations: John T. McDonald Foundation and Teach for America. --- In the 1970s, Margaret Chow Starner did something almost unthinkable...
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By Staff Writer |
January 1, 2004
Evensky, Brown & Katz 2333 Ponce de Leon Boulevard, Penthouse Suite 1100 Coral Gables, Florida 33134-6622 Phone: 305-448-8882 or 800-448-5435 www.evensky.com harold@evensky.com o deenakatz@evensky.com Year practice began: 1984 Number of advisors in...