Reynaldo Figueredo, who managed $400 million at Deutsche Bank Wealth Management in Miami, Florida, has joined the Alex. Brown unit of Raymond James.
For the past 12 years, Figueredo served clients in Argentina, Chile and the U.S. at Deutsche Bank.
Earlier, he held positions at Antifora USA in New York and at banks in Spain, Belgium and Luxembourg.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
