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One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.
February 17
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Drex DeFord is founder of drexio digital health, an independent consultancy. He’s served in CIO positions at Steward Health Care, Seattle Children’s Hospital and Scripps Health.
February 17 -
Asset location in three simple steps, according to Jefferson Nationals Thomas Quinn
February 17
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Andrade is the employee happiness director at Retrofit. Retrofit recently was named one of the nation’s Best and Brightest Companies to Work For.
February 17 -
Gary McAlum, USAA's top security executive, discusses what he sees as a false choice between security and convenience, his company's progress in getting users to adopt biometric authentication, and the need for a holistic approach to security.
February 17 -
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The firm hired more than a dozen recruits, mostly from wirehouses.
February 17 -
The wirehouse lost a veteran advisor who generated $1.5 million in annual revenue.
February 17 -
Global markets from stocks to oil are suffering their worst start to a year since at least 2009 when the financial crisis ended. For a small group of money managers, that's great news.
February 17
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