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How five recent RIABiz articles caught readers' attention and what bigger stories they tell

If advisors blinked in the last two weeks, telling chapters of growth slipped by

Author Brooke Southall April 28, 2011 at 1:18 PM
2 Comments
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Andrew Lin rejoined his old RIA firm after a stint at United Capital and wasted no time setting a new technological and strategic series of events in motion.

CFP Board

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Wells Fargo

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Cerulli

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Trade-PMR

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Signature Financial Management

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Tamarac


Bill Winterberg

Bill Winterberg

April 28, 2011 — 8:35 PM

Sorry Brooke, sometimes I leave an RIABiz article in an active tab while doing something on my other monitor! That might explain the half-hour time on page.

Brooke Southall

Brooke Southall

April 28, 2011 — 8:47 PM

No worries Bill. We are not charging by the hour yet!

Brooke


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See more related moves

Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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