Articles tagged "Dale Walters"


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A Phoenix RIA has a $100-million client relationship riding on Romney

A Keats Connelly investor made good on his threat to move north when Obama won in '08, now the firm has fingers crossed for a Romney win

October 2, 2012 — 4:29 AM UTC

How a custody relationship with RBC may net an advisor $100 million on day one

The Canadian bank was the missing ingredient for one Keats Connelly client; Cardinal Point's Jeff Sheldon signed on with TD Ameritrade for similar reasons

February 28, 2011 — 3:33 PM UTC
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