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Five things I learned about the subterranean breakaway movement at IMPACT 2010, including that Tim Oden's been promoted at Schwab

Big custodian grows sales staff to handle rising tide of defection-minded IBD reps, heightened demands of wirehouse breakaways

Author Elizabeth MacBride November 1, 2010 at 4:22 AM
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“We’ve always enjoyed the culture of the Smith Barney enterprise,” said Tim Oden, wryly.

Tim Oden

Craig Moringstar

Craig Moringstar

December 8, 2010 — 6:50 PM

For advisors looking to leave a wirehouse or IBD, they should look a Dynamic Wealth Advisors (DWA). DWA has so much to offer and even provides a choice of custodians, a great technology platform, investment models, UMAs, hundreds of SMAs solutions, excellent back office support and training.

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