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They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.
August 7
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Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?
August 4
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Garcia will take on the task of extending the banking giant's reach in Miami.
August 2
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The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.
August 2
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Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.
August 1
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The independent RIA looks to the Wall Street stalwart for its expertise in alternative investments.
August 1
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The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.
August 1
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A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.
July 31
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The change follows multiple reorganizations of the Wall Street giant's asset management division.
July 31
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The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.
July 31
Concurrent
