Category: Financial Advisor.
Luiz Carlos Trabuco Leads Bradesco With Organic Growth And Acquisitions

The Brazilian banking giant known as Bradesco is one of the largest financial institutions in the country as well as in Latin America. Their CEO is Luiz Carlos Trabuco and he has served in this capacity since 2009 when he succeeded M├írcio Cypriano. This prestigious position has only been filled by four different men and […]

Communicating to clients may be more important than you know

In the interview on moneytips.com of David Giertz, Senior Vice President of Nationwide Financial Distribution and Sales, performed by Veronica Dagher, a columnist for WSJ Wealth Adviser, the main topic of discussion is the lack of communication that financial advisers have with their clients about Social Security. When it comes to a subject such as […]