Articles tagged "Sapient Private Wealth Management"


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Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 — 4:31 PM UTC

Schwab and Fidelity experience seasonal slowing of breakaway activity

The good news is that big wirehouse brokers and IBD reps keep nibbling

October 14, 2010 — 2:00 PM UTC

Technology review: Fidelity's WealthCentral is solid and smart but still has seams

Getting people to switch is complicated because it means getting a commitment and collecting big fees

October 14, 2010 — 4:25 AM UTC
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