Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.
Aaron Spradlin, chief information officer at United Planners, shares the company's technology philosophy, emphasizing advisor independence and exceptional customer service.
Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
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