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Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.

The funds allegedly paid for summer camp fees and a 1976 Corvette.

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.

Vijay Sundaram is chief strategy officer at Zoho where he is responsible for the partner and channel program. He is an entrepreneur and has founded companies that specialize in cloud supply chain software, mobile advertising technology and renewable energy. He has led products, sales, business development and finance teams within these organizations. Vijay has an undergraduate degree in engineering from IIT Madras, and graduate degrees in computer science and in business from NYU and the Wharton School of Business, respectively.

The firm is looking beyond aggressive recruiting efforts that have netted 73 new advisors year-to-date.

Banking scandals are playing only a small role in advisor attrition, the firm says.

Nick Murphy is founder of The Job Lab Podcast and Mid-America Careers job platform.

Anna E. Mallen is a J.D. candidate at Drake University Law School, Des Moines, Iowa.

John F. Fatino is a member attorney at Whitfield & Eddy Law in Des Moines, Iowa. He counsels financial cooperatives in proactive measures and risk avoidance including client education for board members and senior management regarding corporate governance and employment matters.

The firm aims to target affluent mainland investors for the first time, while making it free of various offshore investment restrictions.