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Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space

Trendspotters see increase in bank breakaways as wealth management divisions consolidate

Author Elizabeth MacBride February 16, 2010 at 5:53 AM
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Matt Mathias: Every time there's a merger, clients are disrupted.


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Forefield
Financial Planning Software
Top Executive: Brent Delehey



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