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Articles tagged "Bob Conchiglia"

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Dave Welling: We will choose whatever technology best helps us deliver an outstanding experience to our clients.

Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion

The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer

August 3, 2017 at 4:43 PM
T3 organizer Joel Bruckenstein (l.) set the stage for a smorgasbord of announcements, acquisitions and integrations.

An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside

Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes

February 21, 2017 at 6:52 PM
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