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Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative

The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'

Author Brooke Southall April 5, 2012 at 4:40 PM
Admin:
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Steve Lockshin: We are never going to succeed unless we build a brand.

Jeff Spears

Jeff Spears

April 5, 2012 — 6:15 PM

Great idea!

The M Group is a good road map for an effort like this.

Wonder who will provide this structure for the hybrid advisor?


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Nexus Strategy
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