Articles tagged "Veritat Advisors"


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Why exactly LPL Financial nixed NestWise and how OSJs, once again, may be wagging the big dog

The event is eerily similar to BloombergBlack's full stop, one analyst says, but LPL's story has its own twists, it seems

September 3, 2013 — 5:36 PM UTC

NestWise is starting to take shape and take flight under LPL's wing -- and from under Schwab's shadow

The San Fran-based venture, headed by a former Schwabie, is pioneering technology, mass-affluent retainers and choice of labor pool, for starters

February 13, 2013 — 5:44 AM UTC
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