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Orion wins another RIA with $1 billion-plus in AUM

Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up

Author Brooke Southall September 22, 2011 at 3:03 AM
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Alan Carlisle: Between Orion and Envestnet, it came down to pricing.

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman




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