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Articles tagged "Kevin Tanner"


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Kevin Tanner: Last week my chief compliance officer got a call from a multi-billion-dollar firm I’d never heard of.

One California RIA gathers about $40 million of assets monthly by tapping institutions

Founder and CIO of Saratoga Research & Investment Management concentrates on generating primo returns in the quest for $2 billion of AUM

December 15, 2011 at 6:35 AM

Charles Goldman: Off advisors' minds.

What do advisors care about? The new SEC that emerged in July, for one thing.

Plus, what a Smith Barney breakaway team is finding out about financial plans

August 12, 2010 at 3:50 AM

Kevin Tanner: We average $500,000 a day [of new assets], and the rate has been rising.

Suddenly noticed by big investors, Kevin Tanner's small RIA is bracing for billions of AUM

A retired retail client who serves on boards got Saratoga Research & Investment Management in the institutional door, and the assets are starting to pour in

July 19, 2010 at 12:47 AM

Kevin Tanner and John Dolan sip champagne after signing a long-term deal.

Two Silicon Valley RIAs marry their practices to lay the groundwork for succession

The merger key was that Kevin Tanner wanted John Dolan and not just his book of business

July 13, 2010 at 6:55 AM

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